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 | $59,741 | $111,535-46.4% | $105,223-43.2% | $137,256-56.5% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.0%+13.2pp | 80.0%+8.3pp |
| Annual return | 16.90% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,260 | $3,939-42.6% | $3,689-38.7% | $4,156-45.6% |
| Participant deferral / active EE | $6,034 | $5,500+9.7% | $5,072+19.0% | $6,407-5.8% |
| Admin fee / account holder | $2,005 | $9,721-79.4% | $8,859-77.4% | $12,270-83.7% |