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 | $293,827 | $176,812+66.2% | $146,665+100.3% | $167,490+75.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.84% | 24.03%-18.2pp | 22.74%-16.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $2,460 | $5,160-52.3% | $4,136-40.5% | $4,837-49.1% |
| Participant deferral / active EE | $2,906 | $6,440-54.9% | $5,506-47.2% | $6,341-54.2% |
| Admin fee / account holder | $2,554 | $13,259-80.7% | $10,280-75.2% | $12,309-79.3% |