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 | $40,205 | $90,397-55.5% | $76,002-47.1% | $145,959-72.5% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.1%+24.3pp | 80.3%+13.0pp |
| Annual return | 13.74% | 621.97%-608.2pp | 360.07%-346.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,280 | $3,317-31.3% | $2,688-15.2% | $4,661-51.1% |
| Participant deferral / active EE | $5,150 | $5,163-0.3% | $4,257+21.0% | $6,689-23.0% |
| Admin fee / account holder | $3,149 | $8,369-62.4% | $6,414-50.9% | $13,398-76.5% |