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 | $36,544 | $56,897-35.8% | $84,750-56.9% | $62,891-41.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.02% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,452 | $2,400+43.9% | $3,574-3.4% | $2,281+51.4% |
| Participant deferral / active EE | $1,986 | $2,709-26.7% | $3,712-46.5% | $3,203-38.0% |
| Admin fee / account holder | $967 | $3,581-73.0% | $5,332-81.9% | $4,296-77.5% |