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 | $82,420 | $181,894-54.7% | $156,549-47.4% | $273,961-69.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.89% | 30.74%-23.9pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $4,104 | $6,248-34.3% | $5,501-25.4% | $4,869-15.7% |
| Participant deferral / active EE | $5,130 | $5,550-7.6% | $4,871+5.3% | $5,287-3.0% |
| Admin fee / account holder | $509 | $15,559-96.7% | $13,027-96.1% | $10,132-95.0% |