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 9-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 | $82,071 | $95,453-14.0% | $112,040-26.7% | $82,448-0.5% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 15.97% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,356 | $2,318+1.7% | $2,954-20.2% | $2,551-7.6% |
| Participant deferral / active EE | $3,501 | $4,224-17.1% | $5,098-31.3% | $4,139-15.4% |
| Admin fee / account holder | $1,462 | $9,013-83.8% | $12,098-87.9% | $7,234-79.8% |