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 4-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 | $24,538 | $124,425-80.3% | $112,040-78.1% | $137,256-82.1% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 19.51% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,643 | $3,411-51.8% | $2,954-44.4% | $4,156-60.5% |
| Participant deferral / active EE | $2,883 | $5,718-49.6% | $5,098-43.4% | $6,407-55.0% |
| Admin fee / account holder | $5,913 | $15,207-61.1% | $12,098-51.1% | $12,270-51.8% |