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 | $42,053 | $181,894-76.9% | $156,549-73.1% | $273,961-84.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 8.28% | 30.74%-22.5pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,759 | $6,248-39.8% | $5,501-31.7% | $4,869-22.8% |
| Participant deferral / active EE | $2,947 | $5,550-46.9% | $4,871-39.5% | $5,287-44.3% |
| Admin fee / account holder | $3,264 | $15,559-79.0% | $13,027-74.9% | $10,132-67.8% |