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 | $58,121 | $105,630-45.0% | $87,507-33.6% | $273,961-78.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.50% | 12.25%-4.7pp | 12.21%-4.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,915 | $3,141-39.0% | $2,550-24.9% | $4,869-60.7% |
| Participant deferral / active EE | $3,060 | $3,601-15.0% | $3,149-2.8% | $5,287-42.1% |
| Admin fee / account holder | $5,557 | $4,781+16.2% | $4,221+31.7% | $10,132-45.2% |