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 | $41,233 | $29,319+40.6% | $52,425-21.3% | $82,448-50.0% |
| Participation rate | 83.6% | 46.9%+36.8pp | 55.6%+28.0pp | 68.1%+15.6pp |
| Annual return | 18.09% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,833 | $586+383.1% | $914+209.9% | $2,551+11.1% |
| Participant deferral / active EE | $1,788 | $1,171+52.6% | $1,790-0.1% | $4,139-56.8% |
| Admin fee / account holder | $5,292 | $1,962+169.7% | $2,495+112.1% | $7,234-26.8% |