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 | $96,941 | $105,630-8.2% | $87,507+10.8% | $273,961-64.6% |
| Participation rate | 71.4% | 78.2%-6.8pp | 73.8%-2.4pp | 83.0%-11.6pp |
| Annual return | 6.63% | 12.25%-5.6pp | 12.21%-5.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $470 | $3,141-85.0% | $2,550-81.6% | $4,869-90.3% |
| Participant deferral / active EE | $2,922 | $3,601-18.9% | $3,149-7.2% | $5,287-44.7% |
| Admin fee / account holder | $4,432 | $4,781-7.3% | $4,221+5.0% | $10,132-56.3% |