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 | $97,569 | $102,382-4.7% | $147,005-33.6% | $80,874+20.6% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 19.00% | 134.89%-115.9pp | 418.76%-399.8pp | 35.62%-16.6pp |
| Employer contribution / active EE | $5,797 | $3,715+56.0% | $4,934+17.5% | $2,756+110.4% |
| Participant deferral / active EE | $8,806 | $6,646+32.5% | $8,070+9.1% | $4,297+104.9% |
| Admin fee / account holder | $5,284 | $7,942-33.5% | $13,006-59.4% | $6,935-23.8% |