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 | $253,700 | $107,334+136.4% | $92,893+173.1% | $152,861+66.0% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 2.46% | 145.58%-143.1pp | 109.41%-106.9pp | 345.32%-342.9pp |
| Employer contribution / active EE | $2,963 | $4,221-29.8% | $3,653-18.9% | $4,762-37.8% |
| Participant deferral / active EE | $2,836 | $4,845-41.5% | $4,236-33.1% | $5,850-51.5% |
| Admin fee / account holder | $5,704 | $7,079-19.4% | $5,794-1.5% | $11,596-50.8% |