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 | $489,988 | $110,261+344.4% | $95,745+411.8% | $139,434+251.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.69% | 27.11%-21.4pp | 28.35%-22.7pp | 372.94%-367.3pp |
| Employer contribution / active EE | $15,000 | $3,257+360.5% | $2,835+429.2% | $4,751+215.7% |
| Participant deferral / active EE | $15,000 | $4,676+220.8% | $4,245+253.4% | $6,710+123.5% |
| Admin fee / account holder | $12,430 | $6,613+88.0% | $5,678+118.9% | $11,403+9.0% |