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 | $74,607 | $113,935-34.5% | $94,224-20.8% | $125,391-40.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 0.20% | 5.29%-5.1pp | 10.68%-10.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $21,414 | $4,727+353.0% | $3,587+497.0% | $4,866+340.1% |
| Participant deferral / active EE | $10,932 | $5,179+111.1% | $4,320+153.0% | $5,352+104.3% |
| Admin fee / account holder | $732 | $8,391-91.3% | $6,269-88.3% | $9,540-92.3% |