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 | $41,491 | $67,016-38.1% | $81,983-49.4% | - |
| Participation rate | 77.8% | 66.2%+11.6pp | 69.2%+8.5pp | - |
| Annual return | 14.78% | 14.69%+0.1pp | 41.31%-26.5pp | - |
| Employer contribution / active EE | $896 | $1,784-49.8% | $2,498-64.1% | - |
| Participant deferral / active EE | $2,200 | $3,096-28.9% | $3,722-40.9% | - |
| Admin fee / account holder | $3,627 | $2,739+32.4% | $5,664-36.0% | - |