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 5-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 | $158,083 | $106,749+48.1% | $145,433+8.7% | $82,448+91.7% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 189.84% | 27.59%+162.3pp | 66.58%+123.3pp | 41.64%+148.2pp |
| Employer contribution / active EE | $17,091 | $3,444+396.2% | $4,554+275.2% | $2,551+570.0% |
| Participant deferral / active EE | $15,348 | $6,519+135.4% | $7,897+94.3% | $4,139+270.8% |
| Admin fee / account holder | $2,698 | $8,390-67.8% | $13,129-79.4% | $7,234-62.7% |