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 | $38,921 | $47,479-18.0% | $62,929-38.2% | $82,448-52.8% |
| Participation rate | 98.8% | 66.9%+32.0pp | 73.1%+25.7pp | 68.1%+30.8pp |
| Annual return | 14.91% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,379 | $1,885+79.2% | $2,505+34.9% | $2,551+32.4% |
| Participant deferral / active EE | $2,901 | $2,870+1.0% | $3,888-25.4% | $4,139-29.9% |
| Admin fee / account holder | $3,590 | $3,804-5.6% | $5,065-29.1% | $7,234-50.4% |