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 | $55,066 | $77,896-29.3% | $134,172-59.0% | $82,448-33.2% |
| Participation rate | 88.0% | 62.8%+25.2pp | 72.5%+15.5pp | 68.1%+19.9pp |
| Annual return | 16.15% | 18.21%-2.1pp | 25.30%-9.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,623 | $2,159-24.9% | $3,420-52.6% | $2,551-36.4% |
| Participant deferral / active EE | $3,267 | $3,162+3.3% | $4,690-30.4% | $4,139-21.1% |
| Admin fee / account holder | $1,025 | $6,336-83.8% | $12,016-91.5% | $7,234-85.8% |