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 | $27,856 | $73,787-62.2% | $98,716-71.8% | $82,448-66.2% |
| Participation rate | 85.1% | 61.4%+23.7pp | 69.3%+15.8pp | 68.1%+17.0pp |
| Annual return | 15.54% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,051 | $3,081-1.0% | $4,048-24.6% | $4,139-26.3% |
| Admin fee / account holder | $2,098 | $6,500-67.7% | $8,703-75.9% | $7,234-71.0% |