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 6-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 | $132,277 | $99,921+32.4% | $85,009+55.6% | $145,959-9.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.92% | 83.89%-70.0pp | 66.47%-52.5pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,144 | $3,233-64.6% | $2,728-58.1% | $4,661-75.5% |
| Participant deferral / active EE | $1,144 | $5,293-78.4% | $4,522-74.7% | $6,689-82.9% |
| Admin fee / account holder | $574 | $7,252-92.1% | $6,153-90.7% | $13,398-95.7% |