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 | $78,432 | $87,166-10.0% | $76,735+2.2% | $137,256-42.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 13.76% | 26.50%-12.7pp | 29.77%-16.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,694 | $2,904-7.3% | $2,454+9.8% | $4,156-35.2% |
| Participant deferral / active EE | $4,790 | $4,726+1.4% | $4,088+17.2% | $6,407-25.2% |
| Admin fee / account holder | $11,622 | $8,403+38.3% | $7,189+61.7% | $12,270-5.3% |