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 | $287,253 | $197,591+45.4% | $177,821+61.5% | $158,922+80.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.20% | 58.76%-53.6pp | 48.32%-43.1pp | 302.83%-297.6pp |
| Employer contribution / active EE | $10,787 | $6,697+61.1% | $5,918+82.3% | $4,761+126.6% |
| Participant deferral / active EE | $3,093 | $8,405-63.2% | $7,714-59.9% | $5,982-48.3% |
| Admin fee / account holder | $22,641 | $15,399+47.0% | $12,427+82.2% | $11,246+101.3% |