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 | $67,572 | $108,172-37.5% | $77,482-12.8% | $158,922-57.5% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 14.54% | 31.67%-17.1pp | 54.79%-40.2pp | 302.83%-288.3pp |
| Employer contribution / active EE | $9,235 | $1,325+597.0% | $986+836.2% | $4,761+94.0% |
| Participant deferral / active EE | $6,653 | $2,456+170.9% | $1,861+257.5% | $5,982+11.2% |
| Admin fee / account holder | $3,071 | $3,708-17.2% | $2,858+7.5% | $11,246-72.7% |