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 | $45,827 | $88,707-48.3% | $74,183-38.2% | $273,961-83.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.40% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,916 | $3,159-39.3% | $2,370-19.1% | $4,869-60.6% |
| Participant deferral / active EE | $2,914 | $4,212-30.8% | $3,550-17.9% | $5,287-44.9% |
| Admin fee / account holder | $808 | $8,717-90.7% | $5,586-85.5% | $10,132-92.0% |