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 | $68,444 | $117,859-41.9% | $102,438-33.2% | $145,959-53.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 11.54% | 31.72%-20.2pp | 29.37%-17.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $3,375 | $3,615-6.6% | $3,024+11.6% | $4,661-27.6% |
| Participant deferral / active EE | $8,123 | $5,732+41.7% | $5,054+60.7% | $6,689+21.5% |
| Admin fee / account holder | $12,402 | $13,318-6.9% | $9,448+31.3% | $13,398-7.4% |