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 | $69,021 | $136,307-49.4% | $106,619-35.3% | $273,961-74.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.79% | 11.05%-9.3pp | 9.42%-7.6pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,308 | $5,190-74.8% | $3,947-66.8% | $4,869-73.1% |
| Participant deferral / active EE | $7,362 | $4,969+48.1% | $3,930+87.3% | $5,287+39.2% |
| Admin fee / account holder | $661 | $8,625-92.3% | $6,418-89.7% | $10,132-93.5% |