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 6-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 | $396,597 | $159,901+148.0% | $146,958+169.9% | $145,922+171.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.56% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $24,300 | $5,286+359.7% | $4,933+392.6% | $4,660+421.5% |
| Participant deferral / active EE | $24,300 | $8,428+188.3% | $8,070+201.1% | $6,688+263.4% |
| Admin fee / account holder | $1,639 | $15,044-89.1% | $12,998-87.4% | $13,397-87.8% |