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 | $30,138 | $60,022-49.8% | $88,946-66.1% | $84,808-64.5% |
| Participation rate | 96.0% | 57.8%+38.2pp | 68.8%+27.2pp | 68.3%+27.7pp |
| Annual return | 15.22% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,927 | $1,703+13.2% | $2,555-24.6% | $2,631-26.8% |
| Participant deferral / active EE | $4,486 | $3,114+44.1% | $4,581-2.1% | $4,212+6.5% |
| Admin fee / account holder | $2,575 | $4,811-46.5% | $8,261-68.8% | $7,344-64.9% |