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 | $8,041 | $29,667-72.9% | $56,441-85.8% | $80,874-90.1% |
| Participation rate | 82.1% | 41.7%+40.4pp | 52.5%+29.6pp | 67.6%+14.4pp |
| Annual return | 41.21% | 35.22%+6.0pp | 1704.21%-1663.0pp | 35.62%+5.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,360 | $1,227+92.4% | $1,953+20.9% | $4,297-45.1% |
| Admin fee / account holder | $2,493 | $2,429+2.6% | $2,829-11.9% | $6,935-64.0% |