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 | $69,340 | $51,638+34.3% | $68,368+1.4% | $82,448-15.9% |
| Participation rate | 98.3% | 63.6%+34.7pp | 73.8%+24.6pp | 68.1%+30.2pp |
| Annual return | 20.30% | 37.53%-17.2pp | 292.57%-272.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,837 | $2,047+87.5% | $2,649+44.8% | $2,551+50.4% |
| Participant deferral / active EE | $7,735 | $2,914+165.5% | $4,123+87.6% | $4,139+86.9% |
| Admin fee / account holder | $3,366 | $4,643-27.5% | $5,150-34.6% | $7,234-53.5% |