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 3-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 | $43,067 | $124,425-65.4% | $112,040-61.6% | $137,256-68.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 22.21% | 24.72%-2.5pp | 24.52%-2.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,708 | $3,411-49.9% | $2,954-42.2% | $4,156-58.9% |
| Participant deferral / active EE | $5,195 | $5,718-9.2% | $5,098+1.9% | $6,407-18.9% |
| Admin fee / account holder | $377 | $15,207-97.5% | $12,098-96.9% | $12,270-96.9% |