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 | $371,142 | $121,625+205.2% | $104,607+254.8% | $158,922+133.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -1.14% | 465.26%-466.4pp | 340.46%-341.6pp | 302.83%-304.0pp |
| Employer contribution / active EE | $17,035 | $3,163+438.6% | $2,681+535.5% | $4,761+257.8% |
| Participant deferral / active EE | $10,741 | $4,177+157.1% | $3,740+187.2% | $5,982+79.6% |
| Admin fee / account holder | $4,703 | $7,787-39.6% | $6,473-27.3% | $11,246-58.2% |