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 | $77,990 | $104,251-25.2% | $91,001-14.3% | $147,584-47.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 16.67% | 27.06%-10.4pp | 4.60%+12.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,083 | $3,116-33.1% | $2,456-15.2% | $4,876-57.3% |
| Participant deferral / active EE | $4,476 | $4,195+6.7% | $3,547+26.2% | $5,439-17.7% |
| Admin fee / account holder | $536 | $8,948-94.0% | $5,417-90.1% | $10,885-95.1% |