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 | $146,017 | $76,407+91.1% | $150,298-2.8% | $82,448+77.1% |
| Participation rate | 85.2% | 66.4%+18.8pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 16.45% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,152 | $2,614-17.7% | $4,154-48.2% | $2,551-15.6% |
| Participant deferral / active EE | $6,260 | $3,214+94.7% | $5,453+14.8% | $4,139+51.2% |
| Admin fee / account holder | $761 | $6,352-88.0% | $14,116-94.6% | $7,234-89.5% |