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 | $71,486 | $102,382-30.2% | $147,005-51.4% | $80,874-11.6% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 18.05% | 134.89%-116.8pp | 418.76%-400.7pp | 35.62%-17.6pp |
| Employer contribution / active EE | $4,589 | $3,715+23.5% | $4,934-7.0% | $2,756+66.5% |
| Participant deferral / active EE | $7,994 | $6,646+20.3% | $8,070-0.9% | $4,297+86.0% |
| Admin fee / account holder | $31,472 | $7,942+296.3% | $13,006+142.0% | $6,935+353.8% |