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 | $57,526 | $124,425-53.8% | $112,040-48.7% | $137,256-58.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.93% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,836 | $3,411-46.2% | $2,954-37.8% | $4,156-55.8% |
| Participant deferral / active EE | $5,198 | $5,718-9.1% | $5,098+2.0% | $6,407-18.9% |
| Admin fee / account holder | $8,646 | $15,207-43.1% | $12,098-28.5% | $12,270-29.5% |