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 | $70,386 | $88,672-20.6% | $105,223-33.1% | $82,448-14.6% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 16.61% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,892 | $3,048-5.1% | $3,689-21.6% | $2,551+13.4% |
| Participant deferral / active EE | $4,414 | $4,036+9.4% | $5,072-13.0% | $4,139+6.6% |
| Admin fee / account holder | $2,888 | $7,146-59.6% | $8,859-67.4% | $7,234-60.1% |