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 | $36,408 | $80,812-54.9% | $160,784-77.4% | $82,448-55.8% |
| Participation rate | 81.5% | 66.2%+15.2pp | 77.0%+4.5pp | 68.1%+13.4pp |
| Annual return | 18.44% | 100.59%-82.1pp | 1803.92%-1785.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,375 | $2,174-36.8% | $3,733-63.2% | $2,551-46.1% |
| Participant deferral / active EE | $1,750 | $4,335-59.6% | $6,293-72.2% | $4,139-57.7% |
| Admin fee / account holder | $4,026 | $7,695-47.7% | $9,717-58.6% | $7,234-44.4% |