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 | $63,047 | $172,111-63.4% | $150,298-58.1% | $137,256-54.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.83% | 69.37%-51.5pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,072 | $4,636-12.2% | $4,154-2.0% | $4,156-2.0% |
| Participant deferral / active EE | $2,143 | $6,166-65.2% | $5,453-60.7% | $6,407-66.6% |
| Admin fee / account holder | $3,612 | $16,471-78.1% | $14,116-74.4% | $12,270-70.6% |