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 5-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 | $45,510 | $65,703-30.7% | $94,224-51.7% | $59,632-23.7% |
| Participation rate | 92.7% | 72.1%+20.6pp | 78.8%+14.0pp | 68.7%+24.1pp |
| Annual return | 4.05% | 5.22%-1.2pp | 10.68%-6.6pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $2,265 | $2,021+12.1% | $3,587-36.9% | $2,203+2.8% |
| Participant deferral / active EE | $3,939 | $3,143+25.3% | $4,320-8.8% | $3,192+23.4% |
| Admin fee / account holder | $2,096 | $4,264-50.9% | $6,269-66.6% | $4,297-51.2% |