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 | $72,265 | $29,319+146.5% | $52,425+37.8% | $82,448-12.4% |
| Participation rate | 86.7% | 46.9%+39.8pp | 55.6%+31.0pp | 68.1%+18.6pp |
| Annual return | 36.21% | 535.20%-499.0pp | 302.12%-265.9pp | 41.64%-5.4pp |
| Employer contribution / active EE | $1,275 | $586+117.4% | $914+39.5% | $2,551-50.0% |
| Participant deferral / active EE | $3,388 | $1,171+189.3% | $1,790+89.2% | $4,139-18.1% |
| Admin fee / account holder | $1,674 | $1,962-14.7% | $2,495-32.9% | $7,234-76.9% |