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 | $360,962 | $135,635+166.1% | $110,238+227.4% | $135,375+166.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.13% | 513.19%-525.3pp | 314.74%-326.9pp | 519.73%-531.9pp |
| Employer contribution / active EE | $21,600 | $4,906+340.3% | $3,826+464.5% | $4,779+352.0% |
| Participant deferral / active EE | $11,073 | $5,506+101.1% | $4,672+137.0% | $5,609+97.4% |
| Admin fee / account holder | $3,544 | $11,457-69.1% | $8,547-58.5% | $10,827-67.3% |