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 | $72,464 | $159,934-54.7% | $147,005-50.7% | $145,959-50.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.41% | 98.24%-79.8pp | 418.76%-400.4pp | 561.95%-543.5pp |
| Employer contribution / active EE | $2,906 | $5,287-45.0% | $4,934-41.1% | $4,661-37.6% |
| Participant deferral / active EE | $6,638 | $8,427-21.2% | $8,070-17.7% | $6,689-0.7% |
| Admin fee / account holder | $2,414 | $15,053-84.0% | $13,006-81.4% | $13,398-82.0% |