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 | $48,518 | $102,382-52.6% | $147,005-67.0% | $80,874-40.0% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.5pp | 67.6%+23.1pp |
| Annual return | 18.93% | 134.89%-116.0pp | 418.76%-399.8pp | 35.62%-16.7pp |
| Employer contribution / active EE | $5,471 | $3,715+47.3% | $4,934+10.9% | $2,756+98.5% |
| Participant deferral / active EE | $5,935 | $6,646-10.7% | $8,070-26.5% | $4,297+38.1% |
| Admin fee / account holder | $1,295 | $7,942-83.7% | $13,006-90.0% | $6,935-81.3% |