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 | $97,365 | $101,618-4.2% | $93,063+4.6% | $137,256-29.1% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 13.21% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,372 | $2,707+61.5% | $2,476+76.5% | $4,156+5.2% |
| Participant deferral / active EE | $11,755 | $4,279+174.7% | $3,958+197.0% | $6,407+83.5% |
| Admin fee / account holder | $3,065 | $6,198-50.6% | $6,033-49.2% | $12,270-75.0% |