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 | $422,399 | $114,047+270.4% | $96,139+339.4% | $167,490+152.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.85% | 189.88%-182.0pp | 191.94%-184.1pp | 478.56%-470.7pp |
| Employer contribution / active EE | $3,418 | $3,427-0.3% | $2,797+22.2% | $4,837-29.3% |
| Participant deferral / active EE | $10,854 | $5,194+109.0% | $4,349+149.6% | $6,341+71.2% |
| Admin fee / account holder | $57,521 | $6,897+734.0% | $5,537+938.9% | $12,309+367.3% |