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 5-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 | $21,372 | $47,479-55.0% | $62,929-66.0% | $82,448-74.1% |
| Participation rate | 92.0% | 66.9%+25.1pp | 73.1%+18.9pp | 68.1%+23.9pp |
| Annual return | 16.59% | 20.34%-3.8pp | 1063.93%-1047.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $933 | $1,885-50.5% | $2,505-62.8% | $2,551-63.4% |
| Participant deferral / active EE | $2,697 | $2,870-6.0% | $3,888-30.6% | $4,139-34.8% |
| Admin fee / account holder | $1,202 | $3,804-68.4% | $5,065-76.3% | $7,234-83.4% |