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 5-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 | $17,772 | $87,166-79.6% | $76,735-76.8% | $137,256-87.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.63% | 26.50%-3.9pp | 29.77%-7.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,337 | $2,904-54.0% | $2,454-45.5% | $4,156-67.8% |
| Participant deferral / active EE | $2,607 | $4,726-44.8% | $4,088-36.2% | $6,407-59.3% |
| Admin fee / account holder | $577 | $8,403-93.1% | $7,189-92.0% | $12,270-95.3% |