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 | $33,057 | $58,577-43.6% | $83,333-60.3% | $64,186-48.5% |
| Participation rate | 88.4% | 72.0%+16.3pp | 77.8%+10.6pp | 69.6%+18.8pp |
| Annual return | -5.99% | 9.65%-15.6pp | 10.63%-16.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,187 | $2,098+51.9% | $3,379-5.7% | $2,381+33.9% |
| Participant deferral / active EE | $6,257 | $4,654+34.5% | $5,565+12.4% | $3,470+80.4% |
| Admin fee / account holder | $5,173 | $9,275-44.2% | $7,510-31.1% | $4,888+5.8% |