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 | $46,806 | $93,571-50.0% | $135,903-65.6% | $75,163-37.7% |
| Participation rate | 87.0% | 75.2%+11.8pp | 81.9%+5.0pp | 67.2%+19.8pp |
| Annual return | 19.36% | 30.90%-11.5pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,685 | $3,537+4.2% | $4,856-24.1% | $2,670+38.0% |
| Participant deferral / active EE | $6,072 | $6,404-5.2% | $7,758-21.7% | $4,125+47.2% |
| Admin fee / account holder | $27,994 | $6,975+301.3% | $10,762+160.1% | $5,651+395.4% |