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 | $728,640 | $118,450+515.1% | $98,439+640.2% | $139,434+422.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.66% | 18.94%-13.3pp | 21.16%-15.5pp | 372.94%-367.3pp |
| Employer contribution / active EE | $19,048 | $3,609+427.8% | $3,048+524.9% | $4,751+300.9% |
| Participant deferral / active EE | $11,098 | $5,392+105.8% | $4,738+134.2% | $6,710+65.4% |
| Admin fee / account holder | $43,583 | $14,026+210.7% | $8,948+387.1% | $11,403+282.2% |