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 | $273,260 | $217,402+25.7% | $185,823+47.1% | $167,490+63.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.51% | 148.36%-146.9pp | 122.05%-120.5pp | 478.56%-477.0pp |
| Employer contribution / active EE | $9,210 | $5,873+56.8% | $5,167+78.2% | $4,837+90.4% |
| Participant deferral / active EE | $10,322 | $6,356+62.4% | $5,568+85.4% | $6,341+62.8% |
| Admin fee / account holder | $412 | $19,811-97.9% | $16,237-97.5% | $12,309-96.7% |