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 | $42,540 | $76,000-44.0% | $154,107-72.4% | $64,186-33.7% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | 9.44% | 30.32%-20.9pp | 735.12%-725.7pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,430 | $3,351-27.5% | $5,298-54.1% | $2,381+2.1% |
| Participant deferral / active EE | $1,790 | $3,175-43.6% | $5,081-64.8% | $3,470-48.4% |
| Admin fee / account holder | $2,635 | $5,596-52.9% | $13,411-80.3% | $4,888-46.1% |