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 | $52,270 | $162,781-67.9% | $133,956-61.0% | $158,922-67.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 9.72% | 41.94%-32.2pp | 45.09%-35.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $4,006 | $4,975-19.5% | $3,919+2.2% | $4,761-15.9% |
| Participant deferral / active EE | $4,006 | $5,911-32.2% | $5,048-20.6% | $5,982-33.0% |
| Admin fee / account holder | $394 | $11,736-96.6% | $8,927-95.6% | $11,246-96.5% |