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 | $127,861 | $132,634-3.6% | $115,768+10.4% | $137,256-6.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.59% | 160.70%-145.1pp | 100.46%-84.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,027 | $3,360-9.9% | $2,940+3.0% | $4,156-27.2% |
| Participant deferral / active EE | $9,052 | $5,619+61.1% | $4,917+84.1% | $6,407+41.3% |
| Admin fee / account holder | $1,021 | $15,028-93.2% | $12,439-91.8% | $12,270-91.7% |