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 | $63,987 | $88,672-27.8% | $105,223-39.2% | $82,448-22.4% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 54.03% | 30.86%+23.2pp | 180.65%-126.6pp | 41.64%+12.4pp |
| Employer contribution / active EE | $8,545 | $3,048+180.4% | $3,689+131.7% | $2,551+235.0% |
| Participant deferral / active EE | $5,401 | $4,036+33.8% | $5,072+6.5% | $4,139+30.5% |
| Admin fee / account holder | $1,796 | $7,146-74.9% | $8,859-79.7% | $7,234-75.2% |