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 | $410,459 | $176,056+133.1% | $159,436+157.4% | $167,490+145.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.31% | 331.75%-323.4pp | 263.57%-255.3pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,677 | $5,297-49.5% | $4,829-44.6% | $4,837-44.7% |
| Participant deferral / active EE | $2,938 | $7,750-62.1% | $7,352-60.0% | $6,341-53.7% |
| Admin fee / account holder | $167,936 | $12,554+1237.7% | $10,799+1455.2% | $12,309+1264.3% |