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 | $86,962 | $69,977+24.3% | $108,579-19.9% | $62,891+38.3% |
| Participation rate | 97.0% | 72.9%+24.1pp | 79.6%+17.4pp | 69.3%+27.7pp |
| Annual return | 6.20% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $465 | $2,135-78.2% | $3,758-87.6% | $2,281-79.6% |
| Participant deferral / active EE | $5,926 | $3,165+87.3% | $4,311+37.5% | $3,203+85.0% |
| Admin fee / account holder | $1,659 | $5,076-67.3% | $7,645-78.3% | $4,296-61.4% |