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 | $55,826 | $179,726-68.9% | $156,263-64.3% | $142,382-60.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 11.00% | 77.86%-66.9pp | 59.47%-48.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,954 | $5,069-41.7% | $4,333-31.8% | $4,299-31.3% |
| Participant deferral / active EE | $4,652 | $6,956-33.1% | $6,158-24.5% | $6,507-28.5% |
| Admin fee / account holder | $1,784 | $17,272-89.7% | $14,255-87.5% | $12,624-85.9% |