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 | $25,195 | $63,703-60.4% | $93,063-72.9% | $82,448-69.4% |
| Participation rate | 84.6% | 63.8%+20.8pp | 72.1%+12.5pp | 68.1%+16.5pp |
| Annual return | 22.05% | -775.43%+797.5pp | 34.15%-12.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $2,054 | $1,729+18.9% | $2,476-17.0% | $2,551-19.5% |
| Participant deferral / active EE | $3,821 | $2,919+30.9% | $3,958-3.5% | $4,139-7.7% |
| Admin fee / account holder | $576 | $5,982-90.4% | $6,033-90.5% | $7,234-92.0% |