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 | $167,524 | $154,228+8.6% | $145,433+15.2% | $137,256+22.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.51% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,562 | $4,804-67.5% | $4,554-65.7% | $4,156-62.4% |
| Participant deferral / active EE | $6,623 | $8,216-19.4% | $7,897-16.1% | $6,407+3.4% |
| Admin fee / account holder | $1,032 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |