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 | $37,700 | $72,071-47.7% | $68,368-44.9% | $137,256-72.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 15.76% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,794 | $2,788-35.6% | $2,649-32.3% | $4,156-56.8% |
| Participant deferral / active EE | $4,858 | $4,410+10.2% | $4,123+17.8% | $6,407-24.2% |
| Admin fee / account holder | $3,847 | $5,336-27.9% | $5,150-25.3% | $12,270-68.6% |