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 | $49,908 | $64,348-22.4% | $90,160-44.6% | $70,131-28.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.98% | 28.13%-9.2pp | 34.88%-15.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $5,344 | $2,046+161.2% | $3,318+61.1% | $2,342+128.1% |
| Participant deferral / active EE | $6,678 | $4,389+52.2% | $5,288+26.3% | $3,332+100.4% |
| Admin fee / account holder | $2,012 | $3,944-49.0% | $5,943-66.1% | $4,645-56.7% |