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 | $162,374 | $97,125+67.2% | $86,233+88.3% | $137,256+18.3% |
| Participation rate | 86.4% | 74.2%+12.2pp | 69.0%+17.3pp | 80.0%+6.4pp |
| Annual return | 19.71% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,769 | $2,841+67.8% | $2,504+90.4% | $4,156+14.7% |
| Participant deferral / active EE | $12,045 | $5,180+132.5% | $4,559+164.2% | $6,407+88.0% |
| Admin fee / account holder | $1,101 | $9,725-88.7% | $8,342-86.8% | $12,270-91.0% |