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 | $115,660 | $87,540+32.1% | $75,781+52.6% | $125,391-7.8% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | 0.16% | 13.48%-13.3pp | 9.68%-9.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $7,813 | $3,930+98.8% | $3,323+135.1% | $4,866+60.6% |
| Participant deferral / active EE | $3,861 | $4,229-8.7% | $3,651+5.7% | $5,352-27.9% |
| Admin fee / account holder | $3,232 | $6,502-50.3% | $5,299-39.0% | $9,540-66.1% |