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 | $296,259 | $197,591+49.9% | $177,821+66.6% | $158,922+86.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 5.68% | 58.76%-53.1pp | 48.32%-42.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $10,181 | $6,697+52.0% | $5,918+72.0% | $4,761+113.8% |
| Participant deferral / active EE | $9,398 | $8,405+11.8% | $7,714+21.8% | $5,982+57.1% |
| Admin fee / account holder | $2,222 | $15,399-85.6% | $12,427-82.1% | $11,246-80.2% |