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 6-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 | $401,067 | $108,919+268.2% | $100,391+299.5% | $145,922+174.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.05% | 57.88%-49.8pp | 49.20%-41.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $46,312 | $4,419+948.0% | $3,942+1074.9% | $4,660+893.9% |
| Participant deferral / active EE | $20,348 | $8,445+141.0% | $8,082+151.8% | $6,688+204.3% |
| Admin fee / account holder | $23,686 | $9,689+144.5% | $7,899+199.9% | $13,397+76.8% |