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 | $47,329 | $56,060-15.6% | $76,002-37.7% | $80,874-41.5% |
| Participation rate | 92.4% | 62.0%+30.4pp | 69.1%+23.3pp | 67.6%+24.8pp |
| Annual return | 13.48% | 20.54%-7.1pp | 360.07%-346.6pp | 35.62%-22.1pp |
| Employer contribution / active EE | $6,257 | $1,873+234.0% | $2,688+132.8% | $2,756+127.1% |
| Participant deferral / active EE | $6,232 | $3,051+104.2% | $4,257+46.4% | $4,297+45.0% |
| Admin fee / account holder | $10,750 | $5,237+105.3% | $6,414+67.6% | $6,935+55.0% |