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 | $266,971 | $214,378+24.5% | $200,582+33.1% | $142,382+87.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 3.18% | 46.41%-43.2pp | 42.33%-39.1pp | 217.08%-213.9pp |
| Employer contribution / active EE | $1,653 | $6,841-75.8% | $6,419-74.2% | $4,299-61.5% |
| Participant deferral / active EE | $5,509 | $9,865-44.2% | $9,331-41.0% | $6,507-15.3% |
| Admin fee / account holder | $596 | $17,692-96.6% | $16,305-96.3% | $12,624-95.3% |