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 | $168,773 | $166,020+1.7% | $164,866+2.4% | $145,959+15.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 12.24% | 100.08%-87.8pp | 69.97%-57.7pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,812 | $5,275-46.7% | $4,343-35.2% | $4,661-39.7% |
| Participant deferral / active EE | $8,821 | $6,961+26.7% | $6,033+46.2% | $6,689+31.9% |
| Admin fee / account holder | $9,314 | $16,644-44.0% | $12,689-26.6% | $13,398-30.5% |