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 4-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 | $64,084 | $138,347-53.7% | $184,203-65.2% | $80,856-20.7% |
| Participation rate | 75.3% | 83.9%-8.6pp | 86.8%-11.5pp | 67.6%+7.6pp |
| Annual return | 15.59% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,855 | $4,850-41.1% | $6,427-55.6% | $2,755+3.6% |
| Participant deferral / active EE | $5,384 | $7,071-23.8% | $9,131-41.0% | $4,296+25.3% |
| Admin fee / account holder | $1,243 | $10,483-88.1% | $13,901-91.1% | $6,918-82.0% |