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 | $85,548 | $97,125-11.9% | $86,233-0.8% | $137,256-37.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.94% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,578 | $2,841-9.3% | $2,504+2.9% | $4,156-38.0% |
| Participant deferral / active EE | $3,578 | $5,180-30.9% | $4,559-21.5% | $6,407-44.2% |
| Admin fee / account holder | $1,610 | $9,725-83.4% | $8,342-80.7% | $12,270-86.9% |