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 | $70,281 | $106,749-34.2% | $145,433-51.7% | $82,448-14.8% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 16.84% | 27.59%-10.8pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,676 | $3,444-22.3% | $4,554-41.2% | $2,551+4.9% |
| Participant deferral / active EE | $3,563 | $6,519-45.3% | $7,897-54.9% | $4,139-13.9% |
| Admin fee / account holder | $4,213 | $8,390-49.8% | $13,129-67.9% | $7,234-41.8% |