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 | $49,042 | $51,638-5.0% | $68,368-28.3% | $82,448-40.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 24.09% | 37.53%-13.4pp | 292.57%-268.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $4,104 | $2,047+100.5% | $2,649+54.9% | $2,551+60.9% |
| Participant deferral / active EE | $6,933 | $2,914+138.0% | $4,123+68.2% | $4,139+67.5% |
| Admin fee / account holder | $2,677 | $4,643-42.3% | $5,150-48.0% | $7,234-63.0% |