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 9-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 | $144,003 | $178,174-19.2% | $156,181-7.8% | $137,256+4.9% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.8%+5.8pp | 80.0%+4.7pp |
| Annual return | 16.88% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,683 | $4,972-66.1% | $4,294-60.8% | $4,156-59.5% |
| Participant deferral / active EE | $8,475 | $6,888+23.0% | $6,132+38.2% | $6,407+32.3% |
| Admin fee / account holder | $868 | $17,404-95.0% | $14,586-94.1% | $12,270-92.9% |