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 5-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 | $44,218 | $99,921-55.7% | $85,009-48.0% | $145,959-69.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 83.89%-74.6pp | 66.47%-57.2pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,752 | $3,233-45.8% | $2,728-35.8% | $4,661-62.4% |
| Participant deferral / active EE | $5,254 | $5,293-0.7% | $4,522+16.2% | $6,689-21.4% |
| Admin fee / account holder | $613 | $7,252-91.6% | $6,153-90.0% | $13,398-95.4% |