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 | $279,265 | $159,901+74.6% | $146,958+90.0% | $145,922+91.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 8.75% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $6,053 | $5,286+14.5% | $4,933+22.7% | $4,660+29.9% |
| Participant deferral / active EE | $8,234 | $8,428-2.3% | $8,070+2.0% | $6,688+23.1% |
| Admin fee / account holder | $6,725 | $15,044-55.3% | $12,998-48.3% | $13,397-49.8% |