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 9-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 | $45,182 | $111,535-59.5% | $105,223-57.1% | $137,256-67.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.20% | 237.85%-223.7pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,813 | $3,939-28.6% | $3,689-23.7% | $4,156-32.3% |
| Participant deferral / active EE | $3,791 | $5,500-31.1% | $5,072-25.3% | $6,407-40.8% |
| Admin fee / account holder | $6,347 | $9,721-34.7% | $8,859-28.4% | $12,270-48.3% |