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 | $253,897 | $95,803+165.0% | $113,168+124.4% | $84,808+199.4% |
| Participation rate | 81.4% | 72.9%+8.5pp | 76.6%+4.8pp | 68.3%+13.0pp |
| Annual return | 12.07% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,050 | $2,360-55.5% | $2,975-64.7% | $2,631-60.1% |
| Participant deferral / active EE | $4,162 | $4,242-1.9% | $5,107-18.5% | $4,212-1.2% |
| Admin fee / account holder | $28,870 | $8,989+221.2% | $12,068+139.2% | $7,344+293.1% |