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 | $36,311 | $181,894-80.0% | $156,549-76.8% | $273,961-86.7% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 5.50% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,849 | $6,248+9.6% | $5,501+24.5% | $4,869+40.7% |
| Participant deferral / active EE | $4,972 | $5,550-10.4% | $4,871+2.1% | $5,287-6.0% |
| Admin fee / account holder | $4,102 | $15,559-73.6% | $13,027-68.5% | $10,132-59.5% |