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 | $304,817 | $185,822+64.0% | $169,993+79.3% | $139,434+118.6% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 7.06% | 60.50%-53.4pp | 53.37%-46.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $8,683 | $7,590+14.4% | $6,785+28.0% | $4,751+82.8% |
| Participant deferral / active EE | $8,288 | $11,622-28.7% | $10,408-20.4% | $6,710+23.5% |
| Admin fee / account holder | $10,426 | $15,381-32.2% | $12,815-18.6% | $11,403-8.6% |