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 | $79,324 | $96,557-17.8% | $80,975-2.0% | $273,961-71.0% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 6.44% | 15.14%-8.7pp | 17.10%-10.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,774 | $4,868-63.6% | $3,714-52.2% | $4,869-63.6% |
| Participant deferral / active EE | $2,734 | $6,598-58.6% | $5,696-52.0% | $5,287-48.3% |
| Admin fee / account holder | $589 | $7,492-92.1% | $5,516-89.3% | $10,132-94.2% |