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 | $50,959 | $72,177-29.4% | $115,037-55.7% | $59,632-14.5% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | 3.69% | 12.02%-8.3pp | 26.14%-22.4pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $2,628 | $2,841-7.5% | $4,608-43.0% | $2,203+19.3% |
| Participant deferral / active EE | $4,772 | $4,783-0.2% | $6,026-20.8% | $3,192+49.5% |
| Admin fee / account holder | $1,527 | $4,927-69.0% | $8,175-81.3% | $4,297-64.5% |