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 | $379,215 | $107,452+252.9% | $91,541+314.3% | $142,382+166.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.87% | 22.06%-14.2pp | 20.50%-12.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,605 | $2,994-46.4% | $2,505-35.9% | $4,299-62.7% |
| Participant deferral / active EE | $10,010 | $4,754+110.5% | $4,008+149.8% | $6,507+53.8% |
| Admin fee / account holder | $2,534 | $8,834-71.3% | $6,956-63.6% | $12,624-79.9% |