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 | $102,686 | $159,934-35.8% | $147,005-30.1% | $145,959-29.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $9,746 | $5,287+84.3% | $4,934+97.5% | $4,661+109.1% |
| Participant deferral / active EE | $24,269 | $8,427+188.0% | $8,070+200.7% | $6,689+262.8% |
| Admin fee / account holder | $1,625 | $15,053-89.2% | $13,006-87.5% | $13,398-87.9% |