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 | $127,607 | $154,228-17.3% | $145,433-12.3% | $137,256-7.0% |
| Participation rate | 82.6% | 83.8%-1.2pp | 82.1%+0.5pp | 80.0%+2.6pp |
| Annual return | 15.15% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,920 | $4,804-18.4% | $4,554-13.9% | $4,156-5.7% |
| Participant deferral / active EE | $7,539 | $8,216-8.2% | $7,897-4.5% | $6,407+17.7% |
| Admin fee / account holder | $1,374 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |