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 | $353,517 | $148,534+138.0% | $135,903+160.1% | $139,434+153.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.19% | 79.19%-70.0pp | 68.23%-59.0pp | 372.94%-363.8pp |
| Employer contribution / active EE | $8,632 | $5,243+64.6% | $4,856+77.8% | $4,751+81.7% |
| Participant deferral / active EE | $4,114 | $8,100-49.2% | $7,758-47.0% | $6,710-38.7% |
| Admin fee / account holder | $6,603 | $12,400-46.8% | $10,762-38.6% | $11,403-42.1% |