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 | $86,735 | $150,197-42.3% | $120,368-27.9% | $145,959-40.6% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 10.74% | 154.26%-143.5pp | 107.26%-96.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,061 | $4,350-52.6% | $3,465-40.5% | $4,661-55.8% |
| Participant deferral / active EE | $3,647 | $6,174-40.9% | $4,991-26.9% | $6,689-45.5% |
| Admin fee / account holder | $4,838 | $12,216-60.4% | $9,429-48.7% | $13,398-63.9% |