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 4-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 | $32,347 | $77,503-58.3% | $100,391-67.8% | $80,856-60.0% |
| Participation rate | 73.4% | 76.9%-3.5pp | 81.5%-8.1pp | 67.6%+5.8pp |
| Annual return | 22.25% | 37.20%-14.9pp | 49.20%-26.9pp | 35.59%-13.3pp |
| Employer contribution / active EE | $3,332 | $2,801+19.0% | $3,942-15.5% | $2,755+21.0% |
| Participant deferral / active EE | $4,925 | $6,820-27.8% | $8,082-39.1% | $4,296+14.7% |
| Admin fee / account holder | $535 | $5,897-90.9% | $7,899-93.2% | $6,918-92.3% |