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 | $1,420,294 | $115,770+1126.8% | $101,248+1302.8% | $158,922+793.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.31% | 56.14%-52.8pp | 46.47%-43.2pp | 302.83%-299.5pp |
| Employer contribution / active EE | $12,500 | $4,175+199.4% | $3,660+241.6% | $4,761+162.5% |
| Participant deferral / active EE | $25,000 | $4,957+404.3% | $4,370+472.1% | $5,982+317.9% |
| Admin fee / account holder | $806 | $7,245-88.9% | $5,945-86.5% | $11,246-92.8% |