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 8-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 | $59,259 | $47,479+24.8% | $62,929-5.8% | $82,448-28.1% |
| Participation rate | 77.8% | 66.9%+10.9pp | 73.1%+4.7pp | 68.1%+9.7pp |
| Annual return | 15.63% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,408 | $2,870+158.1% | $3,888+90.5% | $4,139+79.0% |
| Admin fee / account holder | $788 | $3,804-79.3% | $5,065-84.4% | $7,234-89.1% |