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 5-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 | $54,999 | $108,912-49.5% | $100,383-45.2% | $145,959-62.3% |
| Participation rate | 72.2% | 83.0%-10.7pp | 81.5%-9.3pp | 80.3%-8.1pp |
| Annual return | 15.49% | 57.96%-42.5pp | 49.26%-33.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $2,754 | $4,423-37.7% | $3,944-30.2% | $4,661-40.9% |
| Participant deferral / active EE | $6,312 | $8,451-25.3% | $8,086-21.9% | $6,689-5.6% |
| Admin fee / account holder | $511 | $9,690-94.7% | $7,900-93.5% | $13,398-96.2% |