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 | $87,342 | $149,040-41.4% | $120,225-27.4% | $137,256-36.4% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 17.02% | 605.68%-588.7pp | 439.23%-422.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,468 | $4,350-20.3% | $3,475-0.2% | $4,156-16.6% |
| Participant deferral / active EE | $7,550 | $4,655+62.2% | $3,999+88.8% | $6,407+17.8% |
| Admin fee / account holder | $318 | $6,348-95.0% | $5,696-94.4% | $12,270-97.4% |