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 | $31,711 | $102,245-69.0% | $89,340-64.5% | $137,256-76.9% |
| Participation rate | 94.7% | 74.9%+19.8pp | 69.6%+25.2pp | 80.0%+14.8pp |
| Annual return | 11.99% | 21.89%-9.9pp | 20.57%-8.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,095 | $2,529-17.2% | $2,231-6.1% | $4,156-49.6% |
| Participant deferral / active EE | $6,212 | $4,436+40.0% | $3,823+62.5% | $6,407-3.0% |
| Admin fee / account holder | $3,247 | $8,085-59.8% | $6,704-51.6% | $12,270-73.5% |