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 | $40,261 | $86,929-53.7% | $102,423-60.7% | $80,856-50.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.35% | 18.88%-5.5pp | 29.32%-16.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,980 | $2,369-16.4% | $3,023-34.5% | $2,755-28.1% |
| Participant deferral / active EE | $3,456 | $4,118-16.1% | $5,053-31.6% | $4,296-19.6% |
| Admin fee / account holder | $12,469 | $8,049+54.9% | $9,451+31.9% | $6,918+80.2% |