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 8-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 | $59,174 | $51,638+14.6% | $68,368-13.4% | $82,448-28.2% |
| Participation rate | 87.8% | 63.6%+24.2pp | 73.8%+14.1pp | 68.1%+19.7pp |
| Annual return | 17.94% | 37.53%-19.6pp | 292.57%-274.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,303 | $2,047+61.4% | $2,649+24.7% | $2,551+29.5% |
| Participant deferral / active EE | $7,977 | $2,914+173.8% | $4,123+93.5% | $4,139+92.7% |
| Admin fee / account holder | $2,025 | $4,643-56.4% | $5,150-60.7% | $7,234-72.0% |