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 | $33,053 | $68,097-51.5% | $62,929-47.5% | $137,256-75.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.56% | 1859.11%-1842.6pp | 1063.93%-1047.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $549 | $2,811-80.5% | $2,505-78.1% | $4,156-86.8% |
| Participant deferral / active EE | $7,394 | $4,553+62.4% | $3,888+90.2% | $6,407+15.4% |
| Admin fee / account holder | $501 | $6,521-92.3% | $5,065-90.1% | $12,270-95.9% |