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 | $55,940 | $124,425-55.0% | $112,040-50.1% | $137,256-59.2% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 14.35% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,245 | $3,411-63.5% | $2,954-57.8% | $4,156-70.0% |
| Participant deferral / active EE | $4,041 | $5,718-29.3% | $5,098-20.7% | $6,407-36.9% |
| Admin fee / account holder | $13,630 | $15,207-10.4% | $12,098+12.7% | $12,270+11.1% |