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 | $41,118 | $87,166-52.8% | $76,735-46.4% | $137,256-70.0% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.5%+24.6pp | 80.0%+14.2pp |
| Annual return | 14.73% | 26.50%-11.8pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,889 | $2,904-34.9% | $2,454-23.0% | $4,156-54.5% |
| Participant deferral / active EE | $3,480 | $4,726-26.4% | $4,088-14.9% | $6,407-45.7% |
| Admin fee / account holder | $1,821 | $8,403-78.3% | $7,189-74.7% | $12,270-85.2% |