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 8-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 | $152,190 | $172,111-11.6% | $150,298+1.3% | $137,256+10.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.76% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,744 | $4,636-62.4% | $4,154-58.0% | $4,156-58.0% |
| Participant deferral / active EE | $9,291 | $6,166+50.7% | $5,453+70.4% | $6,407+45.0% |
| Admin fee / account holder | $9,020 | $16,471-45.2% | $14,116-36.1% | $12,270-26.5% |