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 | $47,862 | $86,929-44.9% | $102,423-53.3% | $80,856-40.8% |
| Participation rate | 98.1% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.5pp |
| Annual return | 19.68% | 18.88%+0.8pp | 29.32%-9.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $6,486 | $2,369+173.7% | $3,023+114.5% | $2,755+135.4% |
| Participant deferral / active EE | $12,598 | $4,118+205.9% | $5,053+149.3% | $4,296+193.3% |
| Admin fee / account holder | $3,267 | $8,049-59.4% | $9,451-65.4% | $6,918-52.8% |