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 | $287,573 | $100,852+185.1% | $90,404+218.1% | $158,922+81.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | -4.48% | 1724.20%-1728.7pp | 1293.02%-1297.5pp | 302.83%-307.3pp |
| Employer contribution / active EE | $13,418 | $3,689+263.8% | $3,262+311.4% | $4,761+181.8% |
| Participant deferral / active EE | $9,717 | $4,348+123.5% | $3,963+145.2% | $5,982+62.4% |
| Admin fee / account holder | $1,446 | $6,501-77.8% | $5,611-74.2% | $11,246-87.1% |