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 | $29,922 | $43,327-30.9% | $59,878-50.0% | $64,186-53.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 12.15% | -1.55%+13.7pp | 3.46%+8.7pp | 7.63%+4.5pp |
| Employer contribution / active EE | $1,556 | $2,028-23.3% | $2,722-42.8% | $2,381-34.7% |
| Participant deferral / active EE | $3,949 | $2,546+55.1% | $3,402+16.1% | $3,470+13.8% |
| Admin fee / account holder | $2,060 | $3,005-31.5% | $3,590-42.6% | $4,888-57.9% |