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 | $78,168 | $96,557-19.0% | $80,975-3.5% | $273,961-71.5% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 8.25% | 15.14%-6.9pp | 17.10%-8.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,101 | $4,868-56.8% | $3,714-43.4% | $4,869-56.9% |
| Participant deferral / active EE | $10,120 | $6,598+53.4% | $5,696+77.7% | $5,287+91.4% |
| Admin fee / account holder | $722 | $7,492-90.4% | $5,516-86.9% | $10,132-92.9% |