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 9-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 | $35,807 | $95,453-62.5% | $112,040-68.0% | $82,448-56.6% |
| Participation rate | 90.2% | 72.8%+17.5pp | 76.5%+13.8pp | 68.1%+22.2pp |
| Annual return | 18.67% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,089 | $2,318-9.9% | $2,954-29.3% | $2,551-18.1% |
| Participant deferral / active EE | $5,392 | $4,224+27.7% | $5,098+5.8% | $4,139+30.3% |
| Admin fee / account holder | $2,728 | $9,013-69.7% | $12,098-77.5% | $7,234-62.3% |