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 | $42,012 | $81,460-48.4% | $103,333-59.3% | $80,856-48.0% |
| Participation rate | 80.7% | 66.8%+13.9pp | 74.5%+6.2pp | 67.6%+13.1pp |
| Annual return | 12.52% | 25.55%-13.0pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,918 | $3,105-6.0% | $3,868-24.6% | $2,755+5.9% |
| Participant deferral / active EE | $3,958 | $3,869+2.3% | $5,057-21.7% | $4,296-7.9% |
| Admin fee / account holder | $3,166 | $6,566-51.8% | $8,355-62.1% | $6,918-54.2% |