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 4-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 | $31,356 | $117,859-73.4% | $102,438-69.4% | $145,959-78.5% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 14.20% | 31.72%-17.5pp | 29.37%-15.2pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,493 | $3,615-31.0% | $3,024-17.5% | $4,661-46.5% |
| Participant deferral / active EE | $4,321 | $5,732-24.6% | $5,054-14.5% | $6,689-35.4% |
| Admin fee / account holder | $1,768 | $13,318-86.7% | $9,448-81.3% | $13,398-86.8% |