Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $17,153 | $112,729-84.8% | $98,716-82.6% | $137,256-87.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 15.17% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,370 | $2,725-49.7% | $2,279-39.9% | $4,156-67.0% |
| Participant deferral / active EE | $2,390 | $4,640-48.5% | $4,048-41.0% | $6,407-62.7% |
| Admin fee / account holder | $1,813 | $10,129-82.1% | $8,703-79.2% | $12,270-85.2% |