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 | $21,571 | $72,071-70.1% | $68,368-68.4% | $137,256-84.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.29% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,470 | $2,788-11.4% | $2,649-6.7% | $4,156-40.6% |
| Participant deferral / active EE | $1,832 | $4,410-58.5% | $4,123-55.6% | $6,407-71.4% |
| Admin fee / account holder | $996 | $5,336-81.3% | $5,150-80.7% | $12,270-91.9% |