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 | $32,934 | $159,934-79.4% | $147,005-77.6% | $145,959-77.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.85% | 98.24%-87.4pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $4,185 | $5,287-20.9% | $4,934-15.2% | $4,661-10.2% |
| Participant deferral / active EE | $7,845 | $8,427-6.9% | $8,070-2.8% | $6,689+17.3% |
| Admin fee / account holder | $1,029 | $15,053-93.2% | $13,006-92.1% | $13,398-92.3% |