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 | $51,074 | $47,479+7.6% | $62,929-18.8% | $82,448-38.1% |
| Participation rate | 76.7% | 66.9%+9.8pp | 73.1%+3.6pp | 68.1%+8.6pp |
| Annual return | 13.43% | 20.34%-6.9pp | 1063.93%-1050.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,912 | $1,885+1.4% | $2,505-23.7% | $2,551-25.1% |
| Participant deferral / active EE | $4,907 | $2,870+70.9% | $3,888+26.2% | $4,139+18.5% |
| Admin fee / account holder | $7,269 | $3,804+91.1% | $5,065+43.5% | $7,234+0.5% |