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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,224 | $89,753+171.0% | $107,525+126.2% | $84,808+186.8% |
| Participation rate | 74.1% | 68.1%+6.0pp | 75.1%-1.0pp | 68.3%+5.8pp |
| Annual return | 11.37% | 29.48%-18.1pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $6,657 | $3,113+113.8% | $3,754+77.4% | $2,631+153.0% |
| Participant deferral / active EE | $3,747 | $4,056-7.6% | $5,116-26.8% | $4,212-11.0% |
| Admin fee / account holder | $8,401 | $7,222+16.3% | $8,919-5.8% | $7,344+14.4% |