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 | $57,509 | $181,894-68.4% | $156,549-63.3% | $273,961-79.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.59% | 30.74%-16.1pp | 32.23%-17.6pp | 41.45%-26.9pp |
| Employer contribution / active EE | $7,487 | $6,248+19.8% | $5,501+36.1% | $4,869+53.8% |
| Participant deferral / active EE | $6,016 | $5,550+8.4% | $4,871+23.5% | $5,287+13.8% |
| Admin fee / account holder | $4,457 | $15,559-71.4% | $13,027-65.8% | $10,132-56.0% |