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 | $62,797 | $132,634-52.7% | $115,768-45.8% | $137,256-54.2% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.4%+19.4pp | 80.0%+13.8pp |
| Annual return | 16.10% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,594 | $3,360-52.6% | $2,940-45.8% | $4,156-61.6% |
| Participant deferral / active EE | $3,008 | $5,619-46.5% | $4,917-38.8% | $6,407-53.1% |
| Admin fee / account holder | $1,407 | $15,028-90.6% | $12,439-88.7% | $12,270-88.5% |