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 10-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 | $25,306 | $73,787-65.7% | $98,716-74.4% | $82,448-69.3% |
| Participation rate | 76.7% | 61.4%+15.3pp | 69.3%+7.4pp | 68.1%+8.6pp |
| Annual return | 14.08% | 18.57%-4.5pp | 31.81%-17.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $645 | $1,511-57.3% | $2,279-71.7% | $2,551-74.7% |
| Participant deferral / active EE | $4,783 | $3,081+55.2% | $4,048+18.2% | $4,139+15.6% |
| Admin fee / account holder | $3,220 | $6,500-50.5% | $8,703-63.0% | $7,234-55.5% |