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 | $52,623 | $72,071-27.0% | $68,368-23.0% | $137,256-61.7% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.0%+6.4pp |
| Annual return | 18.13% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,164 | $2,788+49.4% | $2,649+57.2% | $4,156+0.2% |
| Participant deferral / active EE | $9,040 | $4,410+105.0% | $4,123+119.3% | $6,407+41.1% |
| Admin fee / account holder | $1,222 | $5,336-77.1% | $5,150-76.3% | $12,270-90.0% |