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 | $41,198 | $209,336-80.3% | $197,124-79.1% | $137,256-70.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 31.57% | 48.09%-16.5pp | 44.34%-12.8pp | 220.34%-188.8pp |
| Employer contribution / active EE | $3,860 | $6,591-41.4% | $6,227-38.0% | $4,156-7.1% |
| Participant deferral / active EE | $6,864 | $9,614-28.6% | $9,135-24.9% | $6,407+7.1% |
| Admin fee / account holder | $688 | $17,308-96.0% | $16,298-95.8% | $12,270-94.4% |