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 | $286,316 | $87,540+227.1% | $75,781+277.8% | $125,391+128.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.64% | 13.48%-18.1pp | 9.68%-14.3pp | 282.22%-286.9pp |
| Employer contribution / active EE | $6,940 | $3,930+76.6% | $3,323+108.8% | $4,866+42.6% |
| Participant deferral / active EE | $4,590 | $4,229+8.5% | $3,651+25.7% | $5,352-14.2% |
| Admin fee / account holder | $15,231 | $6,502+134.3% | $5,299+187.4% | $9,540+59.6% |