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 | $47,566 | $211,958-77.6% | $169,463-71.9% | $135,375-64.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.53% | 3.26%-1.7pp | 1.83%-0.3pp | 519.73%-518.2pp |
| Employer contribution / active EE | $6,105 | $5,120+19.3% | $4,159+46.8% | $4,779+27.8% |
| Participant deferral / active EE | $2,301 | $6,075-62.1% | $5,277-56.4% | $5,609-59.0% |
| Admin fee / account holder | $3,512 | $11,471-69.4% | $9,109-61.4% | $10,827-67.6% |