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 | $43,083 | $65,685-34.4% | $57,179-24.7% | $273,961-84.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 1.83% | 21.99%-20.2pp | 14.59%-12.8pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,661 | $3,279-49.3% | $2,682-38.1% | $4,869-65.9% |
| Participant deferral / active EE | $4,558 | $3,782+20.5% | $3,096+47.2% | $5,287-13.8% |
| Admin fee / account holder | $392 | $4,835-91.9% | $3,139-87.5% | $10,132-96.1% |