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 | $46,168 | $87,135-47.0% | $206,214-77.6% | $116,875-60.5% |
| Participation rate | 95.9% | 76.8%+19.1pp | 82.4%+13.6pp | 74.5%+21.4pp |
| Annual return | 18.45% | 22.51%-4.1pp | -1.60%+20.1pp | 16.29%+2.2pp |
| Employer contribution / active EE | $2,035 | $3,046-33.2% | $5,967-65.9% | $3,288-38.1% |
| Participant deferral / active EE | $2,635 | $3,898-32.4% | $4,649-43.3% | $3,885-32.2% |
| Admin fee / account holder | $1,072 | $8,630-87.6% | $13,671-92.2% | $12,263-91.3% |