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 | $165,250 | $111,535+48.2% | $105,223+57.0% | $137,256+20.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.82% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,051 | $3,939-22.5% | $3,689-17.3% | $4,156-26.6% |
| Participant deferral / active EE | $5,960 | $5,500+8.4% | $5,072+17.5% | $6,407-7.0% |
| Admin fee / account holder | $1,627 | $9,721-83.3% | $8,859-81.6% | $12,270-86.7% |