See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,959 | $198,466+72.3% | $170,442+100.6% | $147,584+131.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 1.97% | 257.29%-255.3pp | 205.93%-204.0pp | 578.55%-576.6pp |
| Employer contribution / active EE | $14,257 | $6,184+130.6% | $5,433+162.4% | $4,876+192.4% |
| Participant deferral / active EE | $11,500 | $5,629+104.3% | $4,939+132.8% | $5,439+111.4% |
| Admin fee / account holder | $7,683 | $16,852-54.4% | $13,880-44.6% | $10,885-29.4% |