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 6-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 | $37,409 | $72,071-48.1% | $68,368-45.3% | $137,256-72.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.32% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,711 | $2,788-2.8% | $2,649+2.3% | $4,156-34.8% |
| Participant deferral / active EE | $11,208 | $4,410+154.2% | $4,123+171.9% | $6,407+74.9% |
| Admin fee / account holder | $8,560 | $5,336+60.4% | $5,150+66.2% | $12,270-30.2% |