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 | $74,166 | $146,267-49.3% | $197,124-62.4% | $82,448-10.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.86% | 29.61%-9.8pp | 44.34%-24.5pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,567 | $4,723-45.7% | $6,227-58.8% | $2,551+0.6% |
| Participant deferral / active EE | $9,929 | $7,035+41.1% | $9,135+8.7% | $4,139+139.9% |
| Admin fee / account holder | $1,154 | $14,422-92.0% | $16,298-92.9% | $7,234-84.1% |