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 | $15,973 | $56,060-71.5% | $76,002-79.0% | $80,874-80.2% |
| Participation rate | 97.3% | 62.0%+35.3pp | 69.1%+28.2pp | 67.6%+29.7pp |
| Annual return | 12.17% | 20.54%-8.4pp | 360.07%-347.9pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,030 | $1,873+8.4% | $2,688-24.5% | $2,756-26.3% |
| Participant deferral / active EE | $3,820 | $3,051+25.2% | $4,257-10.3% | $4,297-11.1% |
| Admin fee / account holder | $1,400 | $5,237-73.3% | $6,414-78.2% | $6,935-79.8% |