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 | $606,516 | $185,822+226.4% | $169,993+256.8% | $139,434+335.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.86% | 60.50%-55.6pp | 53.37%-48.5pp | 372.94%-368.1pp |
| Employer contribution / active EE | $4,064 | $7,590-46.5% | $6,785-40.1% | $4,751-14.5% |
| Participant deferral / active EE | $8,617 | $11,622-25.9% | $10,408-17.2% | $6,710+28.4% |
| Admin fee / account holder | $162,627 | $15,381+957.4% | $12,815+1169.0% | $11,403+1326.2% |