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 | $105,667 | $73,787+43.2% | $98,716+7.0% | $82,448+28.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.87% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,459 | $1,511+62.7% | $2,279+7.9% | $2,551-3.6% |
| Participant deferral / active EE | $5,245 | $3,081+70.2% | $4,048+29.6% | $4,139+26.7% |
| Admin fee / account holder | $10,397 | $6,500+60.0% | $8,703+19.5% | $7,234+43.7% |