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 9-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 | $75,602 | $154,228-51.0% | $145,433-48.0% | $137,256-44.9% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 26.03% | 74.59%-48.6pp | 66.58%-40.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,825 | $4,804-41.2% | $4,554-38.0% | $4,156-32.0% |
| Participant deferral / active EE | $6,236 | $8,216-24.1% | $7,897-21.0% | $6,407-2.7% |
| Admin fee / account holder | $1,893 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |