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 4-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 | $58,766 | $108,825-46.0% | $156,181-62.4% | $82,448-28.7% |
| Participation rate | 91.7% | 72.4%+19.3pp | 78.8%+12.8pp | 68.1%+23.6pp |
| Annual return | 17.68% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,264 | $2,870+13.7% | $4,294-24.0% | $2,551+27.9% |
| Participant deferral / active EE | $6,245 | $4,577+36.4% | $6,132+1.8% | $4,139+50.9% |
| Admin fee / account holder | $2,812 | $9,341-69.9% | $14,586-80.7% | $7,234-61.1% |