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 | $78,071 | $102,382-23.7% | $147,005-46.9% | $80,874-3.5% |
| Participation rate | 84.1% | 75.8%+8.2pp | 82.2%+1.9pp | 67.6%+16.4pp |
| Annual return | 15.18% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,139 | $3,715-15.5% | $4,934-36.4% | $2,756+13.9% |
| Participant deferral / active EE | $5,817 | $6,646-12.5% | $8,070-27.9% | $4,297+35.4% |
| Admin fee / account holder | $6,787 | $7,942-14.6% | $13,006-47.8% | $6,935-2.1% |