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 | $345,405 | $150,187+130.0% | $120,354+187.0% | $145,922+136.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 1.18% | 154.07%-152.9pp | 107.15%-106.0pp | 561.29%-560.1pp |
| Employer contribution / active EE | $5,000 | $4,348+15.0% | $3,463+44.4% | $4,660+7.3% |
| Participant deferral / active EE | $5,272 | $6,173-14.6% | $4,991+5.6% | $6,688-21.2% |
| Admin fee / account holder | $2,569 | $12,207-79.0% | $9,423-72.7% | $13,397-80.8% |