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 | $162,176 | $72,071+125.0% | $68,368+137.2% | $137,256+18.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 14.59% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $628 | $2,788-77.5% | $2,649-76.3% | $4,156-84.9% |
| Participant deferral / active EE | $5,064 | $4,410+14.8% | $4,123+22.8% | $6,407-21.0% |
| Admin fee / account holder | $31,051 | $5,336+482.0% | $5,150+503.0% | $12,270+153.1% |