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 | $52,842 | $96,557-45.3% | $80,975-34.7% | $273,961-80.7% |
| Participation rate | 85.0% | 79.1%+5.9pp | 75.8%+9.2pp | 83.0%+2.0pp |
| Annual return | 4.10% | 15.14%-11.0pp | 17.10%-13.0pp | 41.45%-37.4pp |
| Employer contribution / active EE | $8,843 | $4,868+81.7% | $3,714+138.1% | $4,869+81.6% |
| Participant deferral / active EE | $4,534 | $6,598-31.3% | $5,696-20.4% | $5,287-14.2% |
| Admin fee / account holder | $1,136 | $7,492-84.8% | $5,516-79.4% | $10,132-88.8% |