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 | $390,756 | $153,772+154.1% | $133,980+191.7% | $273,961+42.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.78% | 36.51%-34.7pp | 29.30%-27.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $25,510 | $6,029+323.1% | $5,211+389.5% | $4,869+424.0% |
| Participant deferral / active EE | $3,711 | $6,958-46.7% | $6,282-40.9% | $5,287-29.8% |
| Admin fee / account holder | $10,528 | $11,765-10.5% | $9,324+12.9% | $10,132+3.9% |