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 | $44,442 | $72,177-38.4% | $115,037-61.4% | $59,632-25.5% |
| Participation rate | 88.4% | 72.6%+15.8pp | 81.4%+7.0pp | 68.7%+19.7pp |
| Annual return | 2.17% | 12.02%-9.9pp | 26.14%-24.0pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $3,337 | $2,841+17.4% | $4,608-27.6% | $2,203+51.5% |
| Participant deferral / active EE | $5,465 | $4,783+14.3% | $6,026-9.3% | $3,192+71.2% |
| Admin fee / account holder | $4,677 | $4,927-5.1% | $8,175-42.8% | $4,297+8.8% |