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 | $63,892 | $80,812-20.9% | $160,784-60.3% | $82,448-22.5% |
| Participation rate | 77.8% | 66.2%+11.5pp | 77.0%+0.8pp | 68.1%+9.7pp |
| Annual return | 17.81% | 100.59%-82.8pp | 1803.92%-1786.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,984 | $2,174+37.3% | $3,733-20.0% | $2,551+17.0% |
| Participant deferral / active EE | $10,085 | $4,335+132.6% | $6,293+60.3% | $4,139+143.7% |
| Admin fee / account holder | $2,954 | $7,695-61.6% | $9,717-69.6% | $7,234-59.2% |