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 | $288,155 | $109,982+162.0% | $97,226+196.4% | $145,922+97.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.26% | 242.90%-236.6pp | 75.13%-68.9pp | 561.29%-555.0pp |
| Employer contribution / active EE | $16,191 | $3,084+425.0% | $2,729+493.4% | $4,660+247.5% |
| Participant deferral / active EE | $11,500 | $4,676+145.9% | $4,264+169.7% | $6,688+72.0% |
| Admin fee / account holder | $2,676 | $6,221-57.0% | $5,654-52.7% | $13,397-80.0% |