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 | $73,068 | $81,446-10.3% | $103,374-29.3% | $80,874-9.7% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 12.41% | 25.57%-13.2pp | 24.89%-12.5pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,591 | $3,107+15.6% | $3,869-7.2% | $2,756+30.3% |
| Participant deferral / active EE | $8,535 | $3,870+120.5% | $5,058+68.8% | $4,297+98.6% |
| Admin fee / account holder | $4,166 | $6,715-38.0% | $8,394-50.4% | $6,935-39.9% |