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 5-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 | $88,396 | $100,970-12.5% | $96,576-8.5% | $137,256-35.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 20.07% | 38.16%-18.1pp | 38.47%-18.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,524 | $3,809-33.7% | $3,553-29.0% | $4,156-39.3% |
| Participant deferral / active EE | $7,020 | $8,286-15.3% | $7,956-11.8% | $6,407+9.6% |
| Admin fee / account holder | $566 | $11,312-95.0% | $11,381-95.0% | $12,270-95.4% |