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 8-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 | $60,199 | $88,710-32.1% | $81,783-26.4% | $145,959-58.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.71% | 1027.26%-1013.5pp | 775.05%-761.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,960 | $3,083-4.0% | $2,913+1.6% | $4,661-36.5% |
| Participant deferral / active EE | $5,801 | $4,645+24.9% | $4,320+34.3% | $6,689-13.3% |
| Admin fee / account holder | $629 | $8,407-92.5% | $7,380-91.5% | $13,398-95.3% |