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 | $39,373 | $76,552-48.6% | $123,892-68.2% | $62,891-37.4% |
| Participation rate | 93.2% | 73.0%+20.2pp | 81.4%+11.8pp | 69.3%+23.9pp |
| Annual return | 6.95% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $5,005 | $2,883+73.6% | $4,617+8.4% | $2,281+119.5% |
| Participant deferral / active EE | $5,261 | $4,840+8.7% | $5,984-12.1% | $3,203+64.2% |
| Admin fee / account holder | $4,633 | $4,826-4.0% | $8,357-44.6% | $4,296+7.9% |