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 7-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 | $339,893 | $90,348+276.2% | $75,972+347.4% | $145,922+132.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.37% | 620.88%-613.5pp | 359.55%-352.2pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,085 | $3,311-6.8% | $2,685+14.9% | $4,660-33.8% |
| Participant deferral / active EE | $8,779 | $5,162+70.1% | $4,255+106.3% | $6,688+31.3% |
| Admin fee / account holder | $1,329 | $8,467-84.3% | $6,467-79.5% | $13,397-90.1% |