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 8-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 | $98,924 | $111,535-11.3% | $105,223-6.0% | $137,256-27.9% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.0%-1.7pp | 80.0%-6.6pp |
| Annual return | 26.42% | 237.85%-211.4pp | 180.65%-154.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,912 | $3,939-51.5% | $3,689-48.2% | $4,156-54.0% |
| Participant deferral / active EE | $7,025 | $5,500+27.7% | $5,072+38.5% | $6,407+9.6% |
| Admin fee / account holder | $1,000 | $9,721-89.7% | $8,859-88.7% | $12,270-91.9% |