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 | $93,202 | $111,535-16.4% | $105,223-11.4% | $137,256-32.1% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.0%-4.5pp | 80.0%-9.4pp |
| Annual return | 16.91% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,777 | $3,939-54.9% | $3,689-51.8% | $4,156-57.2% |
| Participant deferral / active EE | $2,108 | $5,500-61.7% | $5,072-58.4% | $6,407-67.1% |
| Admin fee / account holder | $6,008 | $9,721-38.2% | $8,859-32.2% | $12,270-51.0% |