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 10-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 | $36,147 | $102,382-64.7% | $147,005-75.4% | $80,874-55.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.26% | 134.89%-115.6pp | 418.76%-399.5pp | 35.62%-16.4pp |
| Employer contribution / active EE | $3,048 | $3,715-17.9% | $4,934-38.2% | $2,756+10.6% |
| Participant deferral / active EE | $6,983 | $6,646+5.1% | $8,070-13.5% | $4,297+62.5% |
| Admin fee / account holder | $325 | $7,942-95.9% | $13,006-97.5% | $6,935-95.3% |