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 | $43,610 | $52,353-16.7% | $120,225-63.7% | $82,448-47.1% |
| Participation rate | 96.2% | 58.3%+37.8pp | 69.6%+26.6pp | 68.1%+28.1pp |
| Annual return | 15.19% | 61.85%-46.7pp | 439.23%-424.0pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,155 | $1,510+42.7% | $3,475-38.0% | $2,551-15.5% |
| Participant deferral / active EE | $5,074 | $2,627+93.2% | $3,999+26.9% | $4,139+22.6% |
| Admin fee / account holder | $533 | $4,363-87.8% | $5,696-90.6% | $7,234-92.6% |