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 5-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 | $54,291 | $127,065-57.3% | $113,168-52.0% | $142,382-61.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 22.99% | 24.03%-1.0pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,173 | $3,442-65.9% | $2,975-60.6% | $4,299-72.7% |
| Participant deferral / active EE | $6,125 | $5,716+7.2% | $5,107+19.9% | $6,507-5.9% |
| Admin fee / account holder | $1,675 | $15,736-89.4% | $12,068-86.1% | $12,624-86.7% |