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 8-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 | $33,601 | $88,710-62.1% | $81,783-58.9% | $145,959-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.35% | 1027.26%-1012.9pp | 775.05%-760.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,444 | $3,083-20.7% | $2,913-16.1% | $4,661-47.6% |
| Participant deferral / active EE | $5,560 | $4,645+19.7% | $4,320+28.7% | $6,689-16.9% |
| Admin fee / account holder | $4,568 | $8,407-45.7% | $7,380-38.1% | $13,398-65.9% |