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 4-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 | $30,782 | $132,634-76.8% | $115,768-73.4% | $137,256-77.6% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.4%-0.7pp | 80.0%-6.3pp |
| Annual return | 22.26% | 160.70%-138.4pp | 100.46%-78.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,455 | $3,360-56.7% | $2,940-50.5% | $4,156-65.0% |
| Participant deferral / active EE | $4,562 | $5,619-18.8% | $4,917-7.2% | $6,407-28.8% |
| Admin fee / account holder | $538 | $15,028-96.4% | $12,439-95.7% | $12,270-95.6% |