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 | $191,738 | $99,921+91.9% | $85,009+125.5% | $145,959+31.4% |
| Participation rate | 81.0% | 74.1%+6.9pp | 67.5%+13.4pp | 80.3%+0.7pp |
| Annual return | 11.47% | 83.89%-72.4pp | 66.47%-55.0pp | 561.95%-550.5pp |
| Employer contribution / active EE | $12,169 | $3,233+276.4% | $2,728+346.0% | $4,661+161.1% |
| Participant deferral / active EE | $5,094 | $5,293-3.8% | $4,522+12.7% | $6,689-23.8% |
| Admin fee / account holder | $2,595 | $7,252-64.2% | $6,153-57.8% | $13,398-80.6% |