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 | $60,841 | $102,382-40.6% | $147,005-58.6% | $80,874-24.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 12.41% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,553 | $3,715-31.3% | $4,934-48.3% | $2,756-7.4% |
| Participant deferral / active EE | $7,817 | $6,646+17.6% | $8,070-3.1% | $4,297+81.9% |
| Admin fee / account holder | $5,836 | $7,942-26.5% | $13,006-55.1% | $6,935-15.9% |