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 | $161,591 | $154,228+4.8% | $145,433+11.1% | $137,256+17.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.70% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,943 | $4,804-17.9% | $4,554-13.4% | $4,156-5.1% |
| Participant deferral / active EE | $12,327 | $8,216+50.0% | $7,897+56.1% | $6,407+92.4% |
| Admin fee / account holder | $15,331 | $14,344+6.9% | $13,129+16.8% | $12,270+24.9% |