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 | $73,958 | $95,453-22.5% | $112,040-34.0% | $82,448-10.3% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.5%-2.8pp | 68.1%+5.6pp |
| Annual return | 15.83% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,127 | $2,318-51.4% | $2,954-61.8% | $2,551-55.8% |
| Participant deferral / active EE | $3,115 | $4,224-26.2% | $5,098-38.9% | $4,139-24.7% |
| Admin fee / account holder | $1,736 | $9,013-80.7% | $12,098-85.6% | $7,234-76.0% |