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 | $122,770 | $154,228-20.4% | $145,433-15.6% | $137,256-10.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.89% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $11,378 | $4,804+136.9% | $4,554+149.8% | $4,156+173.8% |
| Participant deferral / active EE | $16,409 | $8,216+99.7% | $7,897+107.8% | $6,407+156.1% |
| Admin fee / account holder | $692 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |