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 3-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 | $61,908 | $72,071-14.1% | $68,368-9.4% | $137,256-54.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.83% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,752 | $2,788+106.3% | $2,649+117.1% | $4,156+38.4% |
| Participant deferral / active EE | $15,239 | $4,410+245.5% | $4,123+269.6% | $6,407+137.8% |
| Admin fee / account holder | $381 | $5,336-92.9% | $5,150-92.6% | $12,270-96.9% |