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 | $31,317 | $83,337-62.4% | $67,834-53.8% | $273,961-88.6% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 6.02% | 259.45%-253.4pp | 138.47%-132.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,991 | $3,287-39.4% | $2,403-17.1% | $4,869-59.1% |
| Participant deferral / active EE | $5,555 | $4,088+35.9% | $3,160+75.8% | $5,287+5.1% |
| Admin fee / account holder | $1,283 | $6,752-81.0% | $4,622-72.2% | $10,132-87.3% |