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 | $47,494 | $102,382-53.6% | $147,005-67.7% | $80,874-41.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 18.97% | 134.89%-115.9pp | 418.76%-399.8pp | 35.62%-16.6pp |
| Employer contribution / active EE | $1,263 | $3,715-66.0% | $4,934-74.4% | $2,756-54.2% |
| Participant deferral / active EE | $5,681 | $6,646-14.5% | $8,070-29.6% | $4,297+32.2% |
| Admin fee / account holder | $4,542 | $7,942-42.8% | $13,006-65.1% | $6,935-34.5% |