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 | $22,328 | $99,921-77.7% | $85,009-73.7% | $145,959-84.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.13% | 83.89%-72.8pp | 66.47%-55.3pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,298 | $3,233-28.9% | $2,728-15.8% | $4,661-50.7% |
| Participant deferral / active EE | $3,703 | $5,293-30.0% | $4,522-18.1% | $6,689-44.6% |
| Admin fee / account holder | $4,343 | $7,252-40.1% | $6,153-29.4% | $13,398-67.6% |