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 | $22,273 | $58,234-61.8% | $81,783-72.8% | $80,874-72.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.55% | 41.70%-30.1pp | 775.05%-763.5pp | 35.62%-24.1pp |
| Employer contribution / active EE | $2,842 | $2,341+21.4% | $2,913-2.4% | $2,756+3.1% |
| Participant deferral / active EE | $1,966 | $3,283-40.1% | $4,320-54.5% | $4,297-54.2% |
| Admin fee / account holder | $416 | $4,982-91.7% | $7,380-94.4% | $6,935-94.0% |