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 | $94,977 | $126,519-24.9% | $106,201-10.6% | $145,959-34.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.70% | 225.10%-207.4pp | 116.26%-98.6pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,455 | $3,726-61.0% | $3,170-54.1% | $4,661-68.8% |
| Participant deferral / active EE | $5,770 | $5,716+1.0% | $5,012+15.1% | $6,689-13.7% |
| Admin fee / account holder | $917 | $17,312-94.7% | $11,039-91.7% | $13,398-93.2% |