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 | $173,429 | $106,749+62.5% | $145,433+19.3% | $82,448+110.4% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 16.22% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,592 | $3,444+33.3% | $4,554+0.8% | $2,551+80.0% |
| Participant deferral / active EE | $7,589 | $6,519+16.4% | $7,897-3.9% | $4,139+83.3% |
| Admin fee / account holder | $2,046 | $8,390-75.6% | $13,129-84.4% | $7,234-71.7% |