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 | $79,048 | $96,557-18.1% | $80,975-2.4% | $273,961-71.1% |
| Participation rate | 86.7% | 79.1%+7.6pp | 75.8%+10.9pp | 83.0%+3.7pp |
| Annual return | 7.48% | 15.14%-7.7pp | 17.10%-9.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,052 | $6,598+6.9% | $5,696+23.8% | $5,287+33.4% |
| Admin fee / account holder | $691 | $7,492-90.8% | $5,516-87.5% | $10,132-93.2% |