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 | $64,244 | $72,071-10.9% | $68,368-6.0% | $137,256-53.2% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 13.70% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,189 | $2,788-57.4% | $2,649-55.1% | $4,156-71.4% |
| Participant deferral / active EE | $5,159 | $4,410+17.0% | $4,123+25.1% | $6,407-19.5% |
| Admin fee / account holder | $1,513 | $5,336-71.6% | $5,150-70.6% | $12,270-87.7% |