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 | $53,093 | $154,228-65.6% | $145,433-63.5% | $137,256-61.3% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 23.36% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $878 | $4,804-81.7% | $4,554-80.7% | $4,156-78.9% |
| Participant deferral / active EE | $3,820 | $8,216-53.5% | $7,897-51.6% | $6,407-40.4% |
| Admin fee / account holder | $3,051 | $14,344-78.7% | $13,129-76.8% | $12,270-75.1% |