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 | $42,495 | $102,382-58.5% | $147,005-71.1% | $80,874-47.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 15.34% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,660 | $3,715-55.3% | $4,934-66.4% | $2,756-39.8% |
| Participant deferral / active EE | $4,599 | $6,646-30.8% | $8,070-43.0% | $4,297+7.0% |
| Admin fee / account holder | $987 | $7,942-87.6% | $13,006-92.4% | $6,935-85.8% |