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 | $50,419 | $80,812-37.6% | $160,784-68.6% | $82,448-38.8% |
| Participation rate | 80.0% | 66.2%+13.8pp | 77.0%+3.0pp | 68.1%+11.9pp |
| Annual return | 18.87% | 100.59%-81.7pp | 1803.92%-1785.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,294 | $2,174+5.5% | $3,733-38.6% | $2,551-10.1% |
| Participant deferral / active EE | $5,388 | $4,335+24.3% | $6,293-14.4% | $4,139+30.2% |
| Admin fee / account holder | $1,408 | $7,695-81.7% | $9,717-85.5% | $7,234-80.5% |