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 | $29,177 | $210,698-86.2% | $178,014-83.6% | $145,959-80.0% |
| Participation rate | 73.7% | 80.8%-7.1pp | 77.1%-3.4pp | 80.3%-6.6pp |
| Annual return | 12.66% | 386.27%-373.6pp | 294.80%-282.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,500 | $4,567-67.2% | $3,950-62.0% | $4,661-67.8% |
| Participant deferral / active EE | $4,430 | $6,958-36.3% | $6,276-29.4% | $6,689-33.8% |
| Admin fee / account holder | $3,028 | $12,016-74.8% | $10,362-70.8% | $13,398-77.4% |