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 | $79,353 | $57,016+39.2% | $84,966-6.6% | $80,856-1.9% |
| Participation rate | 72.1% | 56.3%+15.7pp | 67.5%+4.6pp | 67.6%+4.5pp |
| Annual return | 11.00% | 21.66%-10.7pp | 66.38%-55.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,716 | $1,798+106.7% | $2,727+36.3% | $2,755+34.9% |
| Participant deferral / active EE | $2,079 | $3,110-33.1% | $4,519-54.0% | $4,296-51.6% |
| Admin fee / account holder | $1,070 | $4,980-78.5% | $6,149-82.6% | $6,918-84.5% |