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 8-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 | $8,870 | $58,627-84.9% | $76,735-88.4% | $82,448-89.2% |
| Participation rate | 96.8% | 63.2%+33.6pp | 69.5%+27.3pp | 68.1%+28.7pp |
| Annual return | 18.73% | 39.10%-20.4pp | 29.77%-11.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,640 | $1,729-5.1% | $2,454-33.2% | $2,551-35.7% |
| Participant deferral / active EE | $2,040 | $3,134-34.9% | $4,088-50.1% | $4,139-50.7% |
| Admin fee / account holder | $314 | $5,323-94.1% | $7,189-95.6% | $7,234-95.7% |