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 | $37,504 | $53,596-30.0% | $90,645-58.6% | $64,186-41.6% |
| Participation rate | 75.0% | 64.5%+10.5pp | 74.0%+1.0pp | 69.6%+5.4pp |
| Annual return | 9.14% | 4.41%+4.7pp | 1.88%+7.3pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,850 | $1,503+23.1% | $2,532-26.9% | $2,381-22.3% |
| Participant deferral / active EE | $2,050 | $2,459-16.6% | $3,425-40.1% | $3,470-40.9% |
| Admin fee / account holder | $5,899 | $3,868+52.5% | $4,994+18.1% | $4,888+20.7% |