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 | $164,386 | $132,634+23.9% | $115,768+42.0% | $137,256+19.8% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 12.78% | 160.70%-147.9pp | 100.46%-87.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,831 | $3,360-15.7% | $2,940-3.7% | $4,156-31.9% |
| Participant deferral / active EE | $6,853 | $5,619+22.0% | $4,917+39.4% | $6,407+7.0% |
| Admin fee / account holder | $2,067 | $15,028-86.2% | $12,439-83.4% | $12,270-83.2% |