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 | $35,301 | $101,618-65.3% | $93,063-62.1% | $137,256-74.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 19.86% | 223.95%-204.1pp | 34.15%-14.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,652 | $2,707-39.0% | $2,476-33.3% | $4,156-60.3% |
| Participant deferral / active EE | $6,676 | $4,279+56.0% | $3,958+68.7% | $6,407+4.2% |
| Admin fee / account holder | $1,012 | $6,198-83.7% | $6,033-83.2% | $12,270-91.8% |