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 | $29,514 | $49,025-39.8% | $87,507-66.3% | $62,891-53.1% |
| Participation rate | 93.0% | 64.9%+28.1pp | 73.8%+19.2pp | 69.3%+23.7pp |
| Annual return | 8.84% | 10.02%-1.2pp | 12.21%-3.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,640 | $1,372+165.3% | $2,550+42.8% | $2,281+59.6% |
| Participant deferral / active EE | $3,859 | $2,289+68.6% | $3,149+22.6% | $3,203+20.5% |
| Admin fee / account holder | $1,158 | $4,065-71.5% | $4,221-72.6% | $4,296-73.0% |