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 9-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 | $42,792 | $117,859-63.7% | $102,438-58.2% | $145,959-70.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 51.81% | 31.72%+20.1pp | 29.37%+22.4pp | 561.95%-510.1pp |
| Employer contribution / active EE | $6,016 | $3,615+66.4% | $3,024+99.0% | $4,661+29.1% |
| Participant deferral / active EE | $13,955 | $5,732+143.5% | $5,054+176.1% | $6,689+108.6% |
| Admin fee / account holder | $3,563 | $13,318-73.2% | $9,448-62.3% | $13,398-73.4% |