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 | $71,119 | $80,812-12.0% | $160,784-55.8% | $82,448-13.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 19.80% | 100.59%-80.8pp | 1803.92%-1784.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $4,574 | $2,174+110.4% | $3,733+22.5% | $2,551+79.3% |
| Participant deferral / active EE | $6,029 | $4,335+39.1% | $6,293-4.2% | $4,139+45.7% |
| Admin fee / account holder | $9,074 | $7,695+17.9% | $9,717-6.6% | $7,234+25.4% |