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 | $44,886 | $88,707-49.4% | $74,183-39.5% | $273,961-83.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 5.02% | 11.94%-6.9pp | 17.74%-12.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,129 | $3,159-1.0% | $2,370+32.0% | $4,869-35.7% |
| Participant deferral / active EE | $4,707 | $4,212+11.8% | $3,550+32.6% | $5,287-11.0% |
| Admin fee / account holder | $3,861 | $8,717-55.7% | $5,586-30.9% | $10,132-61.9% |