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 | $29,477 | $132,634-77.8% | $115,768-74.5% | $137,256-78.5% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.4%+21.3pp | 80.0%+15.7pp |
| Annual return | 11.34% | 160.70%-149.4pp | 100.46%-89.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,342 | $3,360-0.5% | $2,940+13.7% | $4,156-19.6% |
| Participant deferral / active EE | $3,535 | $5,619-37.1% | $4,917-28.1% | $6,407-44.8% |
| Admin fee / account holder | $5,465 | $15,028-63.6% | $12,439-56.1% | $12,270-55.5% |