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 | $793,914 | $176,812+349.0% | $146,665+441.3% | $167,490+374.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.95% | 24.03%-15.1pp | 22.74%-13.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $6,877 | $5,160+33.3% | $4,136+66.3% | $4,837+42.2% |
| Participant deferral / active EE | $15,999 | $6,440+148.4% | $5,506+190.6% | $6,341+152.3% |
| Admin fee / account holder | $26,002 | $13,259+96.1% | $10,280+153.0% | $12,309+111.2% |