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 6-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 | $13,311 | $111,814-88.1% | $93,654-85.8% | $145,959-90.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 16.24% | 203.30%-187.1pp | 133.34%-117.1pp | 561.95%-545.7pp |
| Employer contribution / active EE | $867 | $3,092-72.0% | $2,421-64.2% | $4,661-81.4% |
| Participant deferral / active EE | $2,480 | $4,914-49.5% | $4,413-43.8% | $6,689-62.9% |
| Admin fee / account holder | $638 | $10,246-93.8% | $8,282-92.3% | $13,398-95.2% |