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 | $64,293 | $43,075+49.3% | $74,583-13.8% | $62,891+2.2% |
| Participation rate | 81.1% | 58.1%+23.1pp | 68.1%+13.0pp | 69.3%+11.8pp |
| Annual return | 8.10% | 17.50%-9.4pp | 20.47%-12.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $11,369 | $1,498+659.2% | $2,525+350.3% | $2,281+398.5% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,045 | $2,840-28.0% | $4,138-50.6% | $4,296-52.4% |