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 | $513,092 | $118,919+331.5% | $88,538+479.5% | $152,861+235.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 6.93% | 47.92%-41.0pp | 43.64%-36.7pp | 345.32%-338.4pp |
| Employer contribution / active EE | $16,387 | $2,669+514.0% | $2,098+681.0% | $4,762+244.1% |
| Participant deferral / active EE | $14,400 | $3,549+305.8% | $2,914+394.1% | $5,850+146.1% |
| Admin fee / account holder | $6,245 | $5,876+6.3% | $4,310+44.9% | $11,596-46.2% |