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 | $22,746 | $72,177-68.5% | $115,037-80.2% | $59,632-61.9% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | 4.03% | 12.02%-8.0pp | 26.14%-22.1pp | 2041.28%-2037.3pp |
| Employer contribution / active EE | $3,713 | $2,841+30.7% | $4,608-19.4% | $2,203+68.6% |
| Participant deferral / active EE | $8,149 | $4,783+70.4% | $6,026+35.2% | $3,192+155.3% |
| Admin fee / account holder | $3,480 | $4,927-29.4% | $8,175-57.4% | $4,297-19.0% |