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 | $74,025 | $102,382-27.7% | $147,005-49.6% | $80,874-8.5% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 15.94% | 134.89%-119.0pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $2,092 | $3,715-43.7% | $4,934-57.6% | $2,756-24.1% |
| Participant deferral / active EE | $4,788 | $6,646-28.0% | $8,070-40.7% | $4,297+11.4% |
| Admin fee / account holder | $2,902 | $7,942-63.5% | $13,006-77.7% | $6,935-58.2% |