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 | $31,595 | $81,460-61.2% | $103,333-69.4% | $80,856-60.9% |
| Participation rate | 86.4% | 66.8%+19.6pp | 74.5%+11.9pp | 67.6%+18.8pp |
| Annual return | 15.00% | 25.55%-10.5pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,604 | $3,105+16.1% | $3,868-6.8% | $2,755+30.8% |
| Participant deferral / active EE | $3,550 | $3,869-8.2% | $5,057-29.8% | $4,296-17.4% |
| Admin fee / account holder | $1,809 | $6,566-72.5% | $8,355-78.3% | $6,918-73.9% |