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 | $417,763 | $157,256+165.7% | $141,162+195.9% | $152,861+173.3% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 12.50% | 64.32%-51.8pp | 71.39%-58.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $2,741 | $5,261-47.9% | $4,735-42.1% | $4,762-42.4% |
| Participant deferral / active EE | $12,020 | $7,109+69.1% | $6,709+79.2% | $5,850+105.5% |
| Admin fee / account holder | $44,828 | $12,120+269.9% | $10,261+336.9% | $11,596+286.6% |