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 | $90,185 | $132,634-32.0% | $115,768-22.1% | $137,256-34.3% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.4%-1.7pp | 80.0%-7.2pp |
| Annual return | 15.17% | 160.70%-145.5pp | 100.46%-85.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,844 | $3,360-45.1% | $2,940-37.3% | $4,156-55.6% |
| Participant deferral / active EE | $4,775 | $5,619-15.0% | $4,917-2.9% | $6,407-25.5% |
| Admin fee / account holder | $2,338 | $15,028-84.4% | $12,439-81.2% | $12,270-80.9% |