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 | $58,008 | $97,125-40.3% | $86,233-32.7% | $137,256-57.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 13.62% | 74.19%-60.6pp | 61.39%-47.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,948 | $2,841-31.4% | $2,504-22.2% | $4,156-53.1% |
| Participant deferral / active EE | $7,400 | $5,180+42.9% | $4,559+62.3% | $6,407+15.5% |
| Admin fee / account holder | $51,447 | $9,725+429.0% | $8,342+516.7% | $12,270+319.3% |