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 | $7,111 | $76,407-90.7% | $150,298-95.3% | $82,448-91.4% |
| Participation rate | 94.3% | 66.4%+27.9pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 21.89% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $401 | $2,614-84.7% | $4,154-90.3% | $2,551-84.3% |
| Participant deferral / active EE | $1,756 | $3,214-45.4% | $5,453-67.8% | $4,139-57.6% |
| Admin fee / account holder | $700 | $6,352-89.0% | $14,116-95.0% | $7,234-90.3% |