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 | $44,669 | $99,921-55.3% | $85,009-47.5% | $145,959-69.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 14.10% | 83.89%-69.8pp | 66.47%-52.4pp | 561.95%-547.9pp |
| Employer contribution / active EE | $538 | $3,233-83.4% | $2,728-80.3% | $4,661-88.5% |
| Participant deferral / active EE | $1,987 | $5,293-62.5% | $4,522-56.1% | $6,689-70.3% |
| Admin fee / account holder | $1,622 | $7,252-77.6% | $6,153-73.6% | $13,398-87.9% |