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 3-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 | $19,581 | $51,638-62.1% | $68,368-71.4% | $82,448-76.3% |
| Participation rate | 81.5% | 63.6%+17.9pp | 73.8%+7.7pp | 68.1%+13.4pp |
| Annual return | 18.87% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,014 | $2,047+193.9% | $2,649+127.0% | $2,551+135.8% |
| Participant deferral / active EE | $5,035 | $2,914+72.8% | $4,123+22.1% | $4,139+21.6% |
| Admin fee / account holder | $3,651 | $4,643-21.4% | $5,150-29.1% | $7,234-49.5% |