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 | $189,092 | $183,592+3.0% | $155,567+21.5% | $145,959+29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.02% | 61.24%-39.2pp | 64.74%-42.7pp | 561.95%-539.9pp |
| Employer contribution / active EE | $2,242 | $5,315-57.8% | $4,674-52.0% | $4,661-51.9% |
| Participant deferral / active EE | $10,281 | $6,464+59.0% | $5,628+82.7% | $6,689+53.7% |
| Admin fee / account holder | $4,340 | $19,318-77.5% | $15,916-72.7% | $13,398-67.6% |