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 4-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 | $41,449 | $80,812-48.7% | $160,784-74.2% | $82,448-49.7% |
| Participation rate | 98.9% | 66.2%+32.6pp | 77.0%+21.9pp | 68.1%+30.8pp |
| Annual return | 21.87% | 100.59%-78.7pp | 1803.92%-1782.0pp | 41.64%-19.8pp |
| Employer contribution / active EE | $3,349 | $2,174+54.1% | $3,733-10.3% | $2,551+31.3% |
| Participant deferral / active EE | $6,720 | $4,335+55.0% | $6,293+6.8% | $4,139+62.3% |
| Admin fee / account holder | $2,271 | $7,695-70.5% | $9,717-76.6% | $7,234-68.6% |