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 | $129,654 | $209,336-38.1% | $197,124-34.2% | $137,256-5.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 19.60% | 48.09%-28.5pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $5,538 | $6,591-16.0% | $6,227-11.1% | $4,156+33.2% |
| Participant deferral / active EE | $17,711 | $9,614+84.2% | $9,135+93.9% | $6,407+176.4% |
| Admin fee / account holder | $518 | $17,308-97.0% | $16,298-96.8% | $12,270-95.8% |