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 | $50,376 | $56,277-10.5% | $80,975-37.8% | $62,891-19.9% |
| Participation rate | 82.8% | 69.0%+13.8pp | 75.8%+6.9pp | 69.3%+13.5pp |
| Annual return | 5.86% | 22.12%-16.3pp | 17.10%-11.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $881 | $1,943-54.6% | $3,714-76.3% | $2,281-61.4% |
| Participant deferral / active EE | $1,866 | $4,195-55.5% | $5,696-67.2% | $3,203-41.8% |
| Admin fee / account holder | $4,477 | $3,741+19.7% | $5,516-18.8% | $4,296+4.2% |