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 8-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 | $93,908 | $132,634-29.2% | $115,768-18.9% | $137,256-31.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.51% | 160.70%-143.2pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,406 | $3,360-28.4% | $2,940-18.1% | $4,156-42.1% |
| Participant deferral / active EE | $8,826 | $5,619+57.1% | $4,917+79.5% | $6,407+37.8% |
| Admin fee / account holder | $1,436 | $15,028-90.4% | $12,439-88.5% | $12,270-88.3% |