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 | $119,744 | $132,634-9.7% | $115,768+3.4% | $137,256-12.8% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.4%+18.9pp | 80.0%+13.4pp |
| Annual return | 14.44% | 160.70%-146.3pp | 100.46%-86.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $653 | $3,360-80.6% | $2,940-77.8% | $4,156-84.3% |
| Participant deferral / active EE | $3,064 | $5,619-45.5% | $4,917-37.7% | $6,407-52.2% |
| Admin fee / account holder | $3,620 | $15,028-75.9% | $12,439-70.9% | $12,270-70.5% |