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 | $49,214 | $150,197-67.2% | $120,368-59.1% | $145,959-66.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.21% | 154.26%-143.1pp | 107.26%-96.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,925 | $4,350-32.8% | $3,465-15.6% | $4,661-37.2% |
| Participant deferral / active EE | $3,311 | $6,174-46.4% | $4,991-33.7% | $6,689-50.5% |
| Admin fee / account holder | $1,675 | $12,216-86.3% | $9,429-82.2% | $13,398-87.5% |