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 | $104,404 | $172,111-39.3% | $150,298-30.5% | $137,256-23.9% |
| Participation rate | 81.0% | 81.7%-0.8pp | 77.8%+3.2pp | 80.0%+1.0pp |
| Annual return | 13.50% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,789 | $4,636-61.4% | $4,154-56.9% | $4,156-56.9% |
| Participant deferral / active EE | $5,497 | $6,166-10.8% | $5,453+0.8% | $6,407-14.2% |
| Admin fee / account holder | $16,401 | $16,471-0.4% | $14,116+16.2% | $12,270+33.7% |