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 | $100,382 | $72,177+39.1% | $115,037-12.7% | $59,632+68.3% |
| Participation rate | 83.9% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | 0.11% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,423 | $2,841-14.7% | $4,608-47.4% | $2,203+10.0% |
| Participant deferral / active EE | $7,485 | $4,783+56.5% | $6,026+24.2% | $3,192+134.5% |
| Admin fee / account holder | $20,837 | $4,927+322.9% | $8,175+154.9% | $4,297+384.9% |