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 | $55,959 | $135,952-58.8% | $123,892-54.8% | $273,961-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.92% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,141 | $5,170-39.3% | $4,617-32.0% | $4,869-35.5% |
| Participant deferral / active EE | $5,546 | $6,343-12.6% | $5,984-7.3% | $5,287+4.9% |
| Admin fee / account holder | $4,511 | $9,817-54.0% | $8,357-46.0% | $10,132-55.5% |