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 | $104,779 | $111,814-6.3% | $93,654+11.9% | $145,959-28.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 12.77% | 203.30%-190.5pp | 133.34%-120.6pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,352 | $3,092-56.3% | $2,421-44.2% | $4,661-71.0% |
| Participant deferral / active EE | $4,720 | $4,914-4.0% | $4,413+7.0% | $6,689-29.4% |
| Admin fee / account holder | $2,556 | $10,246-75.1% | $8,282-69.1% | $13,398-80.9% |