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 | $53,310 | $93,571-43.0% | $135,903-60.8% | $75,163-29.1% |
| Participation rate | 83.0% | 75.2%+7.8pp | 81.9%+1.1pp | 67.2%+15.8pp |
| Annual return | 16.86% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,463 | $3,537-2.1% | $4,856-28.7% | $2,670+29.7% |
| Participant deferral / active EE | $7,653 | $6,404+19.5% | $7,758-1.3% | $4,125+85.5% |
| Admin fee / account holder | $2,070 | $6,975-70.3% | $10,762-80.8% | $5,651-63.4% |