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 | $149,694 | $166,020-9.8% | $164,866-9.2% | $145,959+2.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.85% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,392 | $5,275-54.7% | $4,343-44.9% | $4,661-48.7% |
| Participant deferral / active EE | $7,617 | $6,961+9.4% | $6,033+26.3% | $6,689+13.9% |
| Admin fee / account holder | $11,361 | $16,644-31.7% | $12,689-10.5% | $13,398-15.2% |