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 | $35,702 | $93,071-61.6% | $74,583-52.1% | $273,961-87.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.66% | 26.18%-22.5pp | 20.47%-16.8pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,251 | $3,160-28.8% | $2,525-10.8% | $4,869-53.8% |
| Participant deferral / active EE | $4,623 | $4,160+11.1% | $3,458+33.7% | $5,287-12.6% |
| Admin fee / account holder | $4,037 | $5,272-23.4% | $4,138-2.4% | $10,132-60.2% |