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 | $57,793 | $111,535-48.2% | $105,223-45.1% | $137,256-57.9% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 80.0%-1.7pp |
| Annual return | 16.10% | 237.85%-221.8pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,274 | $3,939-16.9% | $3,689-11.2% | $4,156-21.2% |
| Participant deferral / active EE | $5,663 | $5,500+3.0% | $5,072+11.7% | $6,407-11.6% |
| Admin fee / account holder | $408 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |