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 | $55,119 | $178,174-69.1% | $156,181-64.7% | $137,256-59.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 18.13% | 84.19%-66.1pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,147 | $4,972-76.9% | $4,294-73.3% | $4,156-72.4% |
| Participant deferral / active EE | $3,825 | $6,888-44.5% | $6,132-37.6% | $6,407-40.3% |
| Admin fee / account holder | $1,676 | $17,404-90.4% | $14,586-88.5% | $12,270-86.3% |