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 | $46,474 | $51,576-9.9% | $129,207-64.0% | $80,856-42.5% |
| Participation rate | 73.1% | 57.0%+16.2pp | 69.6%+3.5pp | 67.6%+5.5pp |
| Annual return | 13.75% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $736 | $1,584-53.5% | $4,153-82.3% | $2,755-73.3% |
| Participant deferral / active EE | $2,685 | $2,669+0.6% | $4,168-35.6% | $4,296-37.5% |
| Admin fee / account holder | $809 | $4,305-81.2% | $7,715-89.5% | $6,918-88.3% |