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 | $63,738 | $210,698-69.7% | $178,014-64.2% | $145,959-56.3% |
| Participation rate | 72.2% | 80.8%-8.5pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 17.46% | 386.27%-368.8pp | 294.80%-277.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,992 | $4,567-56.4% | $3,950-49.6% | $4,661-57.3% |
| Participant deferral / active EE | $2,844 | $6,958-59.1% | $6,276-54.7% | $6,689-57.5% |
| Admin fee / account holder | $3,349 | $12,016-72.1% | $10,362-67.7% | $13,398-75.0% |