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 | $90,616 | $106,749-15.1% | $145,433-37.7% | $82,448+9.9% |
| Participation rate | 78.6% | 75.6%+2.9pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 22.94% | 27.59%-4.7pp | 66.58%-43.6pp | 41.64%-18.7pp |
| Employer contribution / active EE | $3,606 | $3,444+4.7% | $4,554-20.8% | $2,551+41.4% |
| Participant deferral / active EE | $8,767 | $6,519+34.5% | $7,897+11.0% | $4,139+111.8% |
| Admin fee / account holder | $1,925 | $8,390-77.0% | $13,129-85.3% | $7,234-73.4% |