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 | $31,142 | $132,239-76.5% | $105,722-70.5% | $273,961-88.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.98% | 10.07%-4.1pp | 12.25%-6.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,933 | $4,867+1.4% | $4,079+20.9% | $4,869+1.3% |
| Participant deferral / active EE | $9,667 | $6,233+55.1% | $5,326+81.5% | $5,287+82.8% |
| Admin fee / account holder | $17,163 | $12,032+42.6% | $8,308+106.6% | $10,132+69.4% |