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 5-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 | $41,814 | $101,618-58.9% | $93,063-55.1% | $137,256-69.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.86% | 223.95%-201.1pp | 34.15%-11.3pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,795 | $2,707-33.7% | $2,476-27.5% | $4,156-56.8% |
| Participant deferral / active EE | $6,983 | $4,279+63.2% | $3,958+76.4% | $6,407+9.0% |
| Admin fee / account holder | $1,117 | $6,198-82.0% | $6,033-81.5% | $12,270-90.9% |