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 | $138,325 | $101,618+36.1% | $93,063+48.6% | $137,256+0.8% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 12.89% | 223.95%-211.1pp | 34.15%-21.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $293 | $2,707-89.2% | $2,476-88.2% | $4,156-92.9% |
| Participant deferral / active EE | $3,936 | $4,279-8.0% | $3,958-0.6% | $6,407-38.6% |
| Admin fee / account holder | $17,789 | $6,198+187.0% | $6,033+194.9% | $12,270+45.0% |