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 | $61,128 | $102,382-40.3% | $147,005-58.4% | $80,874-24.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.46% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,645 | $3,715-28.8% | $4,934-46.4% | $2,756-4.0% |
| Participant deferral / active EE | $5,970 | $6,646-10.2% | $8,070-26.0% | $4,297+38.9% |
| Admin fee / account holder | $3,412 | $7,942-57.0% | $13,006-73.8% | $6,935-50.8% |