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 | $77,760 | $61,605+26.2% | $112,229-30.7% | $75,163+3.5% |
| Participation rate | 82.4% | 61.7%+20.7pp | 72.4%+9.9pp | 67.2%+15.2pp |
| Annual return | 19.00% | 28.47%-9.5pp | 30.20%-11.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,256 | $2,015-37.7% | $3,430-63.4% | $2,670-52.9% |
| Participant deferral / active EE | $2,574 | $3,108-17.2% | $4,798-46.3% | $4,125-37.6% |
| Admin fee / account holder | $931 | $4,862-80.8% | $7,748-88.0% | $5,651-83.5% |