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 | $130,047 | $183,592-29.2% | $155,567-16.4% | $145,959-10.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.41% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,067 | $5,315-42.3% | $4,674-34.4% | $4,661-34.2% |
| Participant deferral / active EE | $9,424 | $6,464+45.8% | $5,628+67.5% | $6,689+40.9% |
| Admin fee / account holder | $4,527 | $19,318-76.6% | $15,916-71.6% | $13,398-66.2% |