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 | $64,675 | $58,577+10.4% | $83,333-22.4% | $64,186+0.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.47% | 9.65%-17.1pp | 10.63%-18.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $510 | $2,098-75.7% | $3,379-84.9% | $2,381-78.6% |
| Participant deferral / active EE | $5,149 | $4,654+10.6% | $5,565-7.5% | $3,470+48.4% |
| Admin fee / account holder | $1,238 | $9,275-86.7% | $7,510-83.5% | $4,888-74.7% |