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 | $40,811 | $29,319+39.2% | $52,425-22.2% | $82,448-50.5% |
| Participation rate | 70.3% | 46.9%+23.4pp | 55.6%+14.6pp | 68.1%+2.2pp |
| Annual return | 16.66% | 535.20%-518.5pp | 302.12%-285.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,733 | $586+195.5% | $914+89.5% | $2,551-32.1% |
| Participant deferral / active EE | $3,295 | $1,171+181.3% | $1,790+84.0% | $4,139-20.4% |
| Admin fee / account holder | $1,863 | $1,962-5.1% | $2,495-25.3% | $7,234-74.3% |