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 | $47,448 | $88,672-46.5% | $105,223-54.9% | $82,448-42.5% |
| Participation rate | 97.6% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 18.92% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,543 | $3,048+16.2% | $3,689-4.0% | $2,551+38.9% |
| Participant deferral / active EE | $9,021 | $4,036+123.5% | $5,072+77.9% | $4,139+117.9% |
| Admin fee / account holder | $816 | $7,146-88.6% | $8,859-90.8% | $7,234-88.7% |