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 | $64,829 | $101,618-36.2% | $93,063-30.3% | $137,256-52.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.50% | 223.95%-212.4pp | 34.15%-22.7pp | 220.34%-208.8pp |
| Employer contribution / active EE | $12,849 | $2,707+374.6% | $2,476+418.9% | $4,156+209.2% |
| Participant deferral / active EE | $3,981 | $4,279-7.0% | $3,958+0.6% | $6,407-37.9% |
| Admin fee / account holder | $4,277 | $6,198-31.0% | $6,033-29.1% | $12,270-65.1% |