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 | $109,033 | $132,634-17.8% | $115,768-5.8% | $137,256-20.6% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.4%+20.3pp | 80.0%+14.8pp |
| Annual return | 13.31% | 160.70%-147.4pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,653 | $3,360-50.8% | $2,940-43.8% | $4,156-60.2% |
| Participant deferral / active EE | $3,883 | $5,619-30.9% | $4,917-21.0% | $6,407-39.4% |
| Admin fee / account holder | $555 | $15,028-96.3% | $12,439-95.5% | $12,270-95.5% |