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 | $36,784 | $90,503-59.4% | $78,689-53.3% | $273,961-86.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.67% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $4,004 | $3,176+26.1% | $2,851+40.5% | $4,869-17.8% |
| Participant deferral / active EE | $11,148 | $3,901+185.7% | $3,517+217.0% | $5,287+110.8% |
| Admin fee / account holder | $345 | $5,263-93.4% | $4,510-92.3% | $10,132-96.6% |