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 | $31,090 | $52,681-41.0% | $75,781-59.0% | $59,632-47.9% |
| Participation rate | 86.4% | 67.2%+19.1pp | 75.8%+10.5pp | 68.7%+17.7pp |
| Annual return | -0.19% | 2.95%-3.1pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,566 | $2,193-28.6% | $3,323-52.9% | $2,203-28.9% |
| Participant deferral / active EE | $3,288 | $2,591+26.9% | $3,651-10.0% | $3,192+3.0% |
| Admin fee / account holder | $1,157 | $3,610-67.9% | $5,299-78.2% | $4,297-73.1% |