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 | $95,086 | $102,382-7.1% | $147,005-35.3% | $80,874+17.6% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 17.26% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $5,052 | $3,715+36.0% | $4,934+2.4% | $2,756+83.3% |
| Participant deferral / active EE | $6,726 | $6,646+1.2% | $8,070-16.7% | $4,297+56.5% |
| Admin fee / account holder | $1,908 | $7,942-76.0% | $13,006-85.3% | $6,935-72.5% |