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 9-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 | $78,753 | $88,710-11.2% | $81,783-3.7% | $145,959-46.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.93% | 1027.26%-1016.3pp | 775.05%-764.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,215 | $3,083-28.2% | $2,913-24.0% | $4,661-52.5% |
| Participant deferral / active EE | $3,659 | $4,645-21.2% | $4,320-15.3% | $6,689-45.3% |
| Admin fee / account holder | $10,606 | $8,407+26.2% | $7,380+43.7% | $13,398-20.8% |