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 | $30,124 | $132,634-77.3% | $115,768-74.0% | $137,256-78.1% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 17.11% | 160.70%-143.6pp | 100.46%-83.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,461 | $3,360+32.8% | $2,940+51.7% | $4,156+7.3% |
| Participant deferral / active EE | $12,329 | $5,619+119.4% | $4,917+150.8% | $6,407+92.4% |
| Admin fee / account holder | $6,460 | $15,028-57.0% | $12,439-48.1% | $12,270-47.4% |