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 | $53,002 | $81,460-34.9% | $103,333-48.7% | $80,856-34.4% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 13.31% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,688 | $3,105-45.6% | $3,868-56.4% | $2,755-38.7% |
| Participant deferral / active EE | $3,295 | $3,869-14.8% | $5,057-34.9% | $4,296-23.3% |
| Admin fee / account holder | $682 | $6,566-89.6% | $8,355-91.8% | $6,918-90.1% |