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 | $52,869 | $72,177-26.8% | $115,037-54.0% | $59,632-11.3% |
| Participation rate | 89.5% | 72.6%+16.9pp | 81.4%+8.1pp | 68.7%+20.8pp |
| Annual return | 0.44% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $5,719 | $2,841+101.3% | $4,608+24.1% | $2,203+159.7% |
| Participant deferral / active EE | $6,519 | $4,783+36.3% | $6,026+8.2% | $3,192+104.3% |
| Admin fee / account holder | $2,785 | $4,927-43.5% | $8,175-65.9% | $4,297-35.2% |