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 | $33,043 | $76,367-56.7% | $93,606-64.7% | $72,985-54.7% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.8%+21.4pp | 69.5%+27.7pp |
| Annual return | 20.63% | 25.82%-5.2pp | 32.76%-12.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,611 | $2,275-29.2% | $2,718-40.7% | $2,440-34.0% |
| Participant deferral / active EE | $2,909 | $3,538-17.8% | $4,069-28.5% | $3,607-19.4% |
| Admin fee / account holder | $524 | $6,838-92.3% | $7,888-93.4% | $5,124-89.8% |