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 9-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 | $161,308 | $99,921+61.4% | $85,009+89.8% | $145,959+10.5% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.5pp |
| Annual return | 44.35% | 83.89%-39.5pp | 66.47%-22.1pp | 561.95%-517.6pp |
| Employer contribution / active EE | $1,309 | $3,233-59.5% | $2,728-52.0% | $4,661-71.9% |
| Participant deferral / active EE | $4,846 | $5,293-8.4% | $4,522+7.2% | $6,689-27.5% |
| Admin fee / account holder | $1,263 | $7,252-82.6% | $6,153-79.5% | $13,398-90.6% |