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 5-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 | $14,045 | $29,319-52.1% | $52,425-73.2% | $82,448-83.0% |
| Participation rate | 70.6% | 46.9%+23.7pp | 55.6%+15.0pp | 68.1%+2.5pp |
| Annual return | 19.17% | 535.20%-516.0pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,093 | $586+86.4% | $914+19.5% | $2,551-57.2% |
| Participant deferral / active EE | $1,252 | $1,171+6.9% | $1,790-30.1% | $4,139-69.7% |
| Admin fee / account holder | $367 | $1,962-81.3% | $2,495-85.3% | $7,234-94.9% |