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 | $266,061 | $209,832+26.8% | $189,513+40.4% | $167,490+58.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.11% | 748.27%-739.2pp | 555.15%-546.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,651 | $6,914-61.7% | $6,162-57.0% | $4,837-45.2% |
| Participant deferral / active EE | $7,386 | $8,935-17.3% | $8,221-10.2% | $6,341+16.5% |
| Admin fee / account holder | $4,532 | $14,293-68.3% | $12,045-62.4% | $12,309-63.2% |