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 | $32,338 | $88,707-63.5% | $74,183-56.4% | $273,961-88.2% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 10.08% | 11.94%-1.9pp | 17.74%-7.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,862 | $3,159-9.4% | $2,370+20.8% | $4,869-41.2% |
| Participant deferral / active EE | $4,911 | $4,212+16.6% | $3,550+38.3% | $5,287-7.1% |
| Admin fee / account holder | $7,452 | $8,717-14.5% | $5,586+33.4% | $10,132-26.5% |