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 | $76,111 | $106,749-28.7% | $145,433-47.7% | $82,448-7.7% |
| Participation rate | 82.9% | 75.6%+7.3pp | 82.1%+0.8pp | 68.1%+14.9pp |
| Annual return | 15.89% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $6,756 | $3,444+96.1% | $4,554+48.3% | $2,551+164.8% |
| Participant deferral / active EE | $14,927 | $6,519+129.0% | $7,897+89.0% | $4,139+260.6% |
| Admin fee / account holder | $31,992 | $8,390+281.3% | $13,129+143.7% | $7,234+342.2% |