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 10-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 | $218,139 | $159,934+36.4% | $147,005+48.4% | $145,959+49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 98.24%-82.9pp | 418.76%-403.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $11,116 | $5,287+110.2% | $4,934+125.3% | $4,661+138.5% |
| Participant deferral / active EE | $6,151 | $8,427-27.0% | $8,070-23.8% | $6,689-8.0% |
| Admin fee / account holder | $6,791 | $15,053-54.9% | $13,006-47.8% | $13,398-49.3% |