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 | $31,207 | $80,812-61.4% | $160,784-80.6% | $82,448-62.1% |
| Participation rate | 81.8% | 66.2%+15.6pp | 77.0%+4.9pp | 68.1%+13.8pp |
| Annual return | 17.62% | 100.59%-83.0pp | 1803.92%-1786.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $531 | $2,174-75.6% | $3,733-85.8% | $2,551-79.2% |
| Participant deferral / active EE | $5,457 | $4,335+25.9% | $6,293-13.3% | $4,139+31.8% |
| Admin fee / account holder | $1,974 | $7,695-74.4% | $9,717-79.7% | $7,234-72.7% |