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 | $28,152 | $41,377-32.0% | $109,313-74.2% | $62,891-55.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.12% | 11.05%-5.9pp | 22.07%-17.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,401 | $1,276+9.8% | $3,892-64.0% | $2,281-38.6% |
| Participant deferral / active EE | $796 | $2,045-61.1% | $3,166-74.9% | $3,203-75.2% |
| Admin fee / account holder | $1,057 | $2,884-63.4% | $5,666-81.4% | $4,296-75.4% |