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 | $50,079 | $71,050-29.5% | $93,606-46.5% | $80,856-38.1% |
| Participation rate | 74.2% | 60.4%+13.8pp | 68.7%+5.5pp | 67.6%+6.6pp |
| Annual return | 11.28% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,382 | $1,564-11.6% | $2,420-42.9% | $2,755-49.8% |
| Participant deferral / active EE | $3,021 | $4,034-25.1% | $4,411-31.5% | $4,296-29.7% |
| Admin fee / account holder | $1,239 | $6,945-82.2% | $8,285-85.0% | $6,918-82.1% |