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 | $147,594 | $149,040-1.0% | $120,225+22.8% | $137,256+7.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.91% | 605.68%-588.8pp | 439.23%-422.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,358 | $4,350+46.2% | $3,475+82.9% | $4,156+53.0% |
| Participant deferral / active EE | $9,600 | $4,655+106.2% | $3,999+140.1% | $6,407+49.8% |
| Admin fee / account holder | $824 | $6,348-87.0% | $5,696-85.5% | $12,270-93.3% |