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.)
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 | $57,063 | $72,012-20.8% | $185,823-69.3% | $79,858-28.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.63% | 23.12%-9.5pp | 35.95%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,809 | $1,965+43.0% | $4,087-31.3% | $2,471+13.7% |
| Participant deferral / active EE | $4,117 | $3,779+8.9% | $5,632-26.9% | $3,740+10.1% |
| Admin fee / account holder | $2,666 | $4,513-40.9% | $9,500-71.9% | $5,306-49.8% |