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 | $138,963 | $106,749+30.2% | $145,433-4.4% | $82,448+68.5% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 16.94% | 27.59%-10.7pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $6,555 | $3,444+90.3% | $4,554+43.9% | $2,551+157.0% |
| Participant deferral / active EE | $6,774 | $6,519+3.9% | $7,897-14.2% | $4,139+63.6% |
| Admin fee / account holder | $5,248 | $8,390-37.4% | $13,129-60.0% | $7,234-27.5% |