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 8-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 | $62,802 | $76,407-17.8% | $150,298-58.2% | $82,448-23.8% |
| Participation rate | 94.4% | 66.4%+28.0pp | 77.8%+16.7pp | 68.1%+26.4pp |
| Annual return | 14.73% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,413 | $2,614-7.7% | $4,154-41.9% | $2,551-5.4% |
| Participant deferral / active EE | $3,505 | $3,214+9.0% | $5,453-35.7% | $4,139-15.3% |
| Admin fee / account holder | $7,420 | $6,352+16.8% | $14,116-47.4% | $7,234+2.6% |