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 | $1,279,538 | $105,126+1117.1% | $94,646+1251.9% | $139,434+817.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.76% | 38.03%-27.3pp | 156.71%-145.9pp | 372.94%-362.2pp |
| Employer contribution / active EE | $32,750 | $4,106+697.7% | $3,672+791.9% | $4,751+589.4% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,418+304.4% | $6,710+347.1% |
| Admin fee / account holder | $7,096 | $8,984-21.0% | $7,231-1.9% | $11,403-37.8% |