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 10-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 | $57,156 | $101,618-43.8% | $93,063-38.6% | $137,256-58.4% |
| Participation rate | 87.0% | 74.9%+12.0pp | 72.1%+14.8pp | 80.0%+7.0pp |
| Annual return | 11.59% | 223.95%-212.4pp | 34.15%-22.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $885 | $2,707-67.3% | $2,476-64.3% | $4,156-78.7% |
| Participant deferral / active EE | $3,016 | $4,279-29.5% | $3,958-23.8% | $6,407-52.9% |
| Admin fee / account holder | $21,206 | $6,198+242.1% | $6,033+251.5% | $12,270+72.8% |