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 | $252,286 | $58,627+330.3% | $76,735+228.8% | $82,448+206.0% |
| Participation rate | 71.4% | 63.2%+8.2pp | 69.5%+1.9pp | 68.1%+3.4pp |
| Annual return | 11.25% | 39.10%-27.9pp | 29.77%-18.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $817 | $1,729-52.7% | $2,454-66.7% | $2,551-68.0% |
| Participant deferral / active EE | $4,941 | $3,134+57.7% | $4,088+20.9% | $4,139+19.4% |
| Admin fee / account holder | $46,336 | $5,323+770.6% | $7,189+544.5% | $7,234+540.5% |