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 | $53,385 | $60,349-11.5% | $74,183-28.0% | $62,891-15.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.35% | 21.37%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,373 | $1,680+160.2% | $2,370+84.5% | $2,281+91.7% |
| Participant deferral / active EE | $4,217 | $2,856+47.6% | $3,550+18.8% | $3,203+31.7% |
| Admin fee / account holder | $556 | $4,261-86.9% | $5,586-90.0% | $4,296-87.0% |