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 | $47,810 | $153,311-68.8% | $109,313-56.3% | $273,961-82.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.47% | 29.86%-21.4pp | 22.07%-13.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,786 | $5,619-50.4% | $3,892-28.4% | $4,869-42.8% |
| Participant deferral / active EE | $3,203 | $3,932-18.5% | $3,166+1.1% | $5,287-39.4% |
| Admin fee / account holder | $34,400 | $8,076+326.0% | $5,666+507.1% | $10,132+239.5% |