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 | $34,135 | $99,341-65.6% | $84,750-59.7% | $273,961-87.5% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 3.85% | 22.93%-19.1pp | 22.78%-18.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,842 | $4,214-56.3% | $3,574-48.5% | $4,869-62.2% |
| Participant deferral / active EE | $3,257 | $4,269-23.7% | $3,712-12.2% | $5,287-38.4% |
| Admin fee / account holder | $2,688 | $6,644-59.5% | $5,332-49.6% | $10,132-73.5% |