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 5-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 | $31,434 | $23,330+34.7% | $64,489-51.3% | $82,448-61.9% |
| Participation rate | 97.8% | 68.3%+29.5pp | 67.7%+30.1pp | 68.1%+29.7pp |
| Annual return | 15736.10% | 83.66%+15652.4pp | 55.03%+15681.1pp | 41.64%+15694.5pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,706 | $1,707+175.7% | $2,778+69.4% | $4,139+13.7% |
| Admin fee / account holder | $1,510 | $2,946-48.7% | $4,260-64.6% | $7,234-79.1% |