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 | $39,648 | $87,870-54.9% | $113,168-65.0% | $74,304-46.6% |
| Participation rate | 87.8% | 70.7%+17.0pp | 76.6%+11.2pp | 60.3%+27.4pp |
| Annual return | 27.31% | 26.44%+0.9pp | 24.27%+3.0pp | 29.43%-2.1pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,924 | $4,241+110.4% | $5,107+74.8% | $3,767+136.9% |
| Admin fee / account holder | $2,325 | $3,368-31.0% | $12,068-80.7% | $2,969-21.7% |