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 | $128,062 | $178,174-28.1% | $156,181-18.0% | $137,256-6.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.01% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,029 | $4,972-39.1% | $4,294-29.4% | $4,156-27.1% |
| Participant deferral / active EE | $8,673 | $6,888+25.9% | $6,132+41.4% | $6,407+35.4% |
| Admin fee / account holder | $699 | $17,404-96.0% | $14,586-95.2% | $12,270-94.3% |