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 | $61,159 | $126,519-51.7% | $106,201-42.4% | $145,959-58.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.47% | 225.10%-204.6pp | 116.26%-95.8pp | 561.95%-541.5pp |
| Employer contribution / active EE | $11,950 | $3,726+220.7% | $3,170+277.0% | $4,661+156.4% |
| Participant deferral / active EE | $2,823 | $5,716-50.6% | $5,012-43.7% | $6,689-57.8% |
| Admin fee / account holder | $1,992 | $17,312-88.5% | $11,039-82.0% | $13,398-85.1% |