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 5-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 | $78,945 | $172,111-54.1% | $150,298-47.5% | $137,256-42.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 130.08% | 69.37%+60.7pp | 62.79%+67.3pp | 220.34%-90.3pp |
| Employer contribution / active EE | $4,119 | $4,636-11.2% | $4,154-0.8% | $4,156-0.9% |
| Participant deferral / active EE | $12,176 | $6,166+97.5% | $5,453+123.3% | $6,407+90.0% |
| Admin fee / account holder | $13,951 | $16,471-15.3% | $14,116-1.2% | $12,270+13.7% |