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 | $41,803 | $87,013-52.0% | $106,213-60.6% | $80,856-48.3% |
| Participation rate | 94.6% | 70.4%+24.2pp | 75.3%+19.3pp | 67.6%+27.0pp |
| Annual return | 12.22% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,001 | $2,395-16.5% | $3,171-36.9% | $2,755-27.4% |
| Participant deferral / active EE | $5,219 | $3,986+30.9% | $5,016+4.0% | $4,296+21.5% |
| Admin fee / account holder | $10,032 | $8,431+19.0% | $11,033-9.1% | $6,918+45.0% |