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 | $93,383 | $183,592-49.1% | $155,567-40.0% | $145,959-36.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.89% | 61.24%-42.3pp | 64.74%-45.8pp | 561.95%-543.1pp |
| Employer contribution / active EE | $2,273 | $5,315-57.2% | $4,674-51.4% | $4,661-51.2% |
| Participant deferral / active EE | $3,249 | $6,464-49.7% | $5,628-42.3% | $6,689-51.4% |
| Admin fee / account holder | $6,317 | $19,318-67.3% | $15,916-60.3% | $13,398-52.8% |