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 7-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 | $127,398 | $159,934-20.3% | $147,005-13.3% | $145,959-12.7% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 16.95% | 98.24%-81.3pp | 418.76%-401.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $5,264 | $5,287-0.4% | $4,934+6.7% | $4,661+13.0% |
| Participant deferral / active EE | $6,859 | $8,427-18.6% | $8,070-15.0% | $6,689+2.6% |
| Admin fee / account holder | $721 | $15,053-95.2% | $13,006-94.5% | $13,398-94.6% |