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 | $54,242 | $153,772-64.7% | $133,980-59.5% | $273,961-80.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.40% | 36.51%-33.1pp | 29.30%-25.9pp | 41.45%-38.0pp |
| Employer contribution / active EE | $6,491 | $6,029+7.7% | $5,211+24.5% | $4,869+33.3% |
| Participant deferral / active EE | $9,533 | $6,958+37.0% | $6,282+51.8% | $5,287+80.3% |
| Admin fee / account holder | $3,527 | $11,765-70.0% | $9,324-62.2% | $10,132-65.2% |