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 | $52,431 | $149,040-64.8% | $120,225-56.4% | $137,256-61.8% |
| Participation rate | 70.0% | 75.4%-5.4pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 23.38% | 605.68%-582.3pp | 439.23%-415.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,631 | $4,350-39.5% | $3,475-24.3% | $4,156-36.7% |
| Participant deferral / active EE | $10,760 | $4,655+131.2% | $3,999+169.1% | $6,407+67.9% |
| Admin fee / account holder | $778 | $6,348-87.8% | $5,696-86.4% | $12,270-93.7% |