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 | $54,566 | $111,814-51.2% | $93,654-41.7% | $145,959-62.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.59% | 203.30%-191.7pp | 133.34%-121.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $3,658 | $3,092+18.3% | $2,421+51.1% | $4,661-21.5% |
| Participant deferral / active EE | $9,669 | $4,914+96.7% | $4,413+119.1% | $6,689+44.6% |
| Admin fee / account holder | $5,919 | $10,246-42.2% | $8,282-28.5% | $13,398-55.8% |