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 | $35,208 | $86,929-59.5% | $102,423-65.6% | $80,856-56.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.34% | 18.88%-2.5pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,914 | $2,369+23.0% | $3,023-3.6% | $2,755+5.8% |
| Participant deferral / active EE | $4,225 | $4,118+2.6% | $5,053-16.4% | $4,296-1.6% |
| Admin fee / account holder | $555 | $8,049-93.1% | $9,451-94.1% | $6,918-92.0% |