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 | $159,726 | $126,519+26.2% | $106,201+50.4% | $145,959+9.4% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 12.07% | 225.10%-213.0pp | 116.26%-104.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,538 | $3,726-58.7% | $3,170-51.5% | $4,661-67.0% |
| Participant deferral / active EE | $7,785 | $5,716+36.2% | $5,012+55.3% | $6,689+16.4% |
| Admin fee / account holder | $312 | $17,312-98.2% | $11,039-97.2% | $13,398-97.7% |