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 7-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 | $75,456 | $102,382-26.3% | $147,005-48.7% | $80,874-6.7% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 22.20% | 134.89%-112.7pp | 418.76%-396.6pp | 35.62%-13.4pp |
| Employer contribution / active EE | $3,073 | $3,715-17.3% | $4,934-37.7% | $2,756+11.5% |
| Participant deferral / active EE | $7,383 | $6,646+11.1% | $8,070-8.5% | $4,297+71.8% |
| Admin fee / account holder | $9,383 | $7,942+18.1% | $13,006-27.9% | $6,935+35.3% |