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 | $98,785 | $102,382-3.5% | $147,005-32.8% | $80,874+22.1% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 13.97% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,856 | $3,715-50.0% | $4,934-62.4% | $2,756-32.7% |
| Participant deferral / active EE | $6,035 | $6,646-9.2% | $8,070-25.2% | $4,297+40.4% |
| Admin fee / account holder | $3,900 | $7,942-50.9% | $13,006-70.0% | $6,935-43.8% |