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 | $41,545 | $43,327-4.1% | $59,878-30.6% | $64,186-35.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.81% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,198 | $2,028+8.3% | $2,722-19.2% | $2,381-7.7% |
| Participant deferral / active EE | $2,043 | $2,546-19.8% | $3,402-40.0% | $3,470-41.1% |
| Admin fee / account holder | $1,602 | $3,005-46.7% | $3,590-55.4% | $4,888-67.2% |