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 8-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 | $31,937 | $108,912-70.7% | $100,383-68.2% | $145,959-78.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.16% | 57.96%-36.8pp | 49.26%-28.1pp | 561.95%-540.8pp |
| Employer contribution / active EE | $1,487 | $4,423-66.4% | $3,944-62.3% | $4,661-68.1% |
| Participant deferral / active EE | $3,345 | $8,451-60.4% | $8,086-58.6% | $6,689-50.0% |
| Admin fee / account holder | $441 | $9,690-95.4% | $7,900-94.4% | $13,398-96.7% |