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 | $45,065 | $96,557-53.3% | $80,975-44.3% | $273,961-83.6% |
| Participation rate | 89.5% | 79.1%+10.4pp | 75.8%+13.7pp | 83.0%+6.5pp |
| Annual return | 20.75% | 15.14%+5.6pp | 17.10%+3.6pp | 41.45%-20.7pp |
| Employer contribution / active EE | $5,323 | $4,868+9.3% | $3,714+43.3% | $4,869+9.3% |
| Participant deferral / active EE | $3,787 | $6,598-42.6% | $5,696-33.5% | $5,287-28.4% |
| Admin fee / account holder | $1,207 | $7,492-83.9% | $5,516-78.1% | $10,132-88.1% |