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 5-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 | $61,494 | $86,929-29.3% | $102,423-40.0% | $80,856-23.9% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 16.29% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,898 | $2,369+106.7% | $3,023+62.0% | $2,755+77.8% |
| Participant deferral / active EE | $10,363 | $4,118+151.6% | $5,053+105.1% | $4,296+141.2% |
| Admin fee / account holder | $7,267 | $8,049-9.7% | $9,451-23.1% | $6,918+5.1% |