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 | $54,131 | $43,327+24.9% | $59,878-9.6% | $64,186-15.7% |
| Participation rate | 97.0% | 69.2%+27.8pp | 74.7%+22.3pp | 69.6%+27.4pp |
| Annual return | 7.37% | -1.55%+8.9pp | 3.46%+3.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,668 | $2,546+4.8% | $3,402-21.6% | $3,470-23.1% |
| Admin fee / account holder | $9,202 | $3,005+206.2% | $3,590+156.3% | $4,888+88.3% |