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 | $82,612 | $51,638+60.0% | $68,368+20.8% | $82,448+0.2% |
| Participation rate | 93.6% | 63.6%+30.0pp | 73.8%+19.9pp | 68.1%+25.5pp |
| Annual return | 17.92% | 37.53%-19.6pp | 292.57%-274.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,300 | $2,047+110.1% | $2,649+62.3% | $2,551+68.5% |
| Participant deferral / active EE | $8,074 | $2,914+177.1% | $4,123+95.9% | $4,139+95.1% |
| Admin fee / account holder | $12,358 | $4,643+166.2% | $5,150+140.0% | $7,234+70.8% |