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 5-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 | $256,267 | $167,307+53.2% | $143,757+78.3% | $134,475+90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.59% | 0.46%-24.1pp | -0.04%-23.5pp | 417.96%-441.6pp |
| Employer contribution / active EE | $9,253 | $5,619+64.7% | $4,951+86.9% | $4,740+95.2% |
| Participant deferral / active EE | $3,674 | $6,446-43.0% | $5,637-34.8% | $6,400-42.6% |
| Admin fee / account holder | $7,769 | $18,088-57.0% | $14,673-47.0% | $11,426-32.0% |