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 | $84,027 | $108,825-22.8% | $156,181-46.2% | $82,448+1.9% |
| Participation rate | 71.0% | 72.4%-1.4pp | 78.8%-7.9pp | 68.1%+2.9pp |
| Annual return | 18.65% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,002 | $2,870-65.1% | $4,294-76.7% | $2,551-60.7% |
| Participant deferral / active EE | $3,655 | $4,577-20.2% | $6,132-40.4% | $4,139-11.7% |
| Admin fee / account holder | $2,871 | $9,341-69.3% | $14,586-80.3% | $7,234-60.3% |