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 3-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 | $42,258 | $102,382-58.7% | $147,005-71.3% | $80,874-47.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.67% | 134.89%-109.2pp | 418.76%-393.1pp | 35.62%-9.9pp |
| Employer contribution / active EE | $3,994 | $3,715+7.5% | $4,934-19.1% | $2,756+44.9% |
| Participant deferral / active EE | $9,014 | $6,646+35.6% | $8,070+11.7% | $4,297+109.8% |
| Admin fee / account holder | $3,743 | $7,942-52.9% | $13,006-71.2% | $6,935-46.0% |