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 | $62,021 | $109,817-43.5% | $98,442-37.0% | $167,490-63.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 12.69% | 1956.69%-1944.0pp | 1492.73%-1480.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,908 | $3,224+21.2% | $2,960+32.0% | $4,837-19.2% |
| Participant deferral / active EE | $6,789 | $4,673+45.3% | $4,276+58.8% | $6,341+7.1% |
| Admin fee / account holder | $7,077 | $6,753+4.8% | $5,949+19.0% | $12,309-42.5% |