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 3-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 | $120,149 | $161,352-25.5% | $134,172-10.5% | $137,256-12.5% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 19.10% | 28.72%-9.6pp | 25.30%-6.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,238 | $4,099-45.4% | $3,420-34.6% | $4,156-46.1% |
| Participant deferral / active EE | $8,170 | $5,552+47.1% | $4,690+74.2% | $6,407+27.5% |
| Admin fee / account holder | $5,833 | $15,028-61.2% | $12,016-51.5% | $12,270-52.5% |