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 | $55,499 | $90,503-38.7% | $78,689-29.5% | $273,961-79.7% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 4.63% | 75.60%-71.0pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $802 | $3,176-74.8% | $2,851-71.9% | $4,869-83.5% |
| Participant deferral / active EE | $5,368 | $3,901+37.6% | $3,517+52.6% | $5,287+1.5% |
| Admin fee / account holder | $383 | $5,263-92.7% | $4,510-91.5% | $10,132-96.2% |