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 | $87,582 | $183,592-52.3% | $155,567-43.7% | $145,959-40.0% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 12.00% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $12,215 | $5,315+129.8% | $4,674+161.3% | $4,661+162.1% |
| Participant deferral / active EE | $5,277 | $6,464-18.4% | $5,628-6.2% | $6,689-21.1% |
| Admin fee / account holder | $1,233 | $19,318-93.6% | $15,916-92.3% | $13,398-90.8% |