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 | $56,024 | $96,557-42.0% | $80,975-30.8% | $273,961-79.6% |
| Participation rate | 94.4% | 79.1%+15.4pp | 75.8%+18.6pp | 83.0%+11.4pp |
| Annual return | 6.92% | 15.14%-8.2pp | 17.10%-10.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,251 | $4,868-53.8% | $3,714-39.4% | $4,869-53.8% |
| Participant deferral / active EE | $5,149 | $6,598-22.0% | $5,696-9.6% | $5,287-2.6% |
| Admin fee / account holder | $3,526 | $7,492-52.9% | $5,516-36.1% | $10,132-65.2% |