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 | $69,514 | $72,071-3.5% | $68,368+1.7% | $137,256-49.4% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 18.03% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,663 | $2,788+31.4% | $2,649+38.3% | $4,156-11.9% |
| Participant deferral / active EE | $7,621 | $4,410+72.8% | $4,123+84.8% | $6,407+18.9% |
| Admin fee / account holder | $1,357 | $5,336-74.6% | $5,150-73.7% | $12,270-88.9% |