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 | $93,195 | $178,174-47.7% | $156,181-40.3% | $137,256-32.1% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.8%+16.2pp | 80.0%+15.0pp |
| Annual return | 17.27% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,642 | $4,972+33.6% | $4,294+54.7% | $4,156+59.8% |
| Participant deferral / active EE | $15,214 | $6,888+120.9% | $6,132+148.1% | $6,407+137.5% |
| Admin fee / account holder | $6,439 | $17,404-63.0% | $14,586-55.9% | $12,270-47.5% |