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 | $43,585 | $99,341-56.1% | $84,750-48.6% | $273,961-84.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.35% | 22.93%-16.6pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,270 | $4,214-22.4% | $3,574-8.5% | $4,869-32.8% |
| Participant deferral / active EE | $6,161 | $4,269+44.3% | $3,712+66.0% | $5,287+16.5% |
| Admin fee / account holder | $2,322 | $6,644-65.1% | $5,332-56.5% | $10,132-77.1% |