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 | $73,199 | $136,307-46.3% | $106,619-31.3% | $273,961-73.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.38% | 11.05%-7.7pp | 9.42%-6.0pp | 41.45%-38.1pp |
| Employer contribution / active EE | $11,052 | $5,190+113.0% | $3,947+180.0% | $4,869+127.0% |
| Participant deferral / active EE | $9,725 | $4,969+95.7% | $3,930+147.4% | $5,287+83.9% |
| Admin fee / account holder | $1,240 | $8,625-85.6% | $6,418-80.7% | $10,132-87.8% |