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 9-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 | $23,972 | $74,661-67.9% | $160,784-85.1% | $67,986-64.7% |
| Participation rate | 87.2% | 57.1%+30.1pp | 77.0%+10.2pp | 57.2%+30.0pp |
| Annual return | 16.99% | 28.83%-11.8pp | 1803.92%-1786.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $619 | $1,829-66.2% | $3,733-83.4% | $2,019-69.4% |
| Participant deferral / active EE | $1,684 | $3,681-54.2% | $6,293-73.2% | $3,358-49.8% |
| Admin fee / account holder | $669 | $3,959-83.1% | $9,717-93.1% | $3,203-79.1% |