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 | $127,795 | $52,353+144.1% | $120,225+6.3% | $82,448+55.0% |
| Participation rate | 77.4% | 58.3%+19.1pp | 69.6%+7.8pp | 68.1%+9.4pp |
| Annual return | 20.21% | 61.85%-41.6pp | 439.23%-419.0pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,998 | $1,510+98.5% | $3,475-13.7% | $2,551+17.5% |
| Participant deferral / active EE | $5,477 | $2,627+108.5% | $3,999+37.0% | $4,139+32.3% |
| Admin fee / account holder | $609 | $4,363-86.0% | $5,696-89.3% | $7,234-91.6% |