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 | $207,446 | $124,425+66.7% | $112,040+85.2% | $137,256+51.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.07% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,750 | $3,411+9.9% | $2,954+26.9% | $4,156-9.8% |
| Participant deferral / active EE | $17,835 | $5,718+211.9% | $5,098+249.9% | $6,407+178.4% |
| Admin fee / account holder | $2,635 | $15,207-82.7% | $12,098-78.2% | $12,270-78.5% |