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 | $17,591 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.08% | 74.59%-45.5pp | 66.58%-37.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,929 | $4,804-59.9% | $4,554-57.7% | $4,156-53.6% |
| Participant deferral / active EE | $8,100 | $8,216-1.4% | $7,897+2.6% | $6,407+26.4% |
| Admin fee / account holder | $5,565 | $14,344-61.2% | $13,129-57.6% | $12,270-54.6% |