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 | $148,868 | $169,161-12.0% | $129,295+15.1% | $145,959+2.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 12.90% | 14348.07%-14335.2pp | 9429.28%-9416.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,117 | $5,543-79.8% | $4,157-73.1% | $4,661-76.0% |
| Participant deferral / active EE | $5,967 | $4,989+19.6% | $4,169+43.1% | $6,689-10.8% |
| Admin fee / account holder | $2,844 | $9,878-71.2% | $7,665-62.9% | $13,398-78.8% |