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 4-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 | $64,912 | $102,382-36.6% | $147,005-55.8% | $80,874-19.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.24% | 134.89%-120.7pp | 418.76%-404.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,117 | $3,715-16.1% | $4,934-36.8% | $2,756+13.1% |
| Participant deferral / active EE | $6,855 | $6,646+3.1% | $8,070-15.1% | $4,297+59.5% |
| Admin fee / account holder | $12,242 | $7,942+54.1% | $13,006-5.9% | $6,935+76.5% |