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 | $49,087 | $181,894-73.0% | $156,549-68.6% | $273,961-82.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.65% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6,443 | $6,248+3.1% | $5,501+17.1% | $4,869+32.3% |
| Participant deferral / active EE | $2,615 | $5,550-52.9% | $4,871-46.3% | $5,287-50.5% |
| Admin fee / account holder | $2,933 | $15,559-81.1% | $13,027-77.5% | $10,132-71.1% |