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 | $74,784 | $97,125-23.0% | $86,233-13.3% | $137,256-45.5% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 15.69% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,520 | $2,841+59.1% | $2,504+80.5% | $4,156+8.8% |
| Participant deferral / active EE | $4,949 | $5,180-4.4% | $4,559+8.6% | $6,407-22.7% |
| Admin fee / account holder | $341 | $9,725-96.5% | $8,342-95.9% | $12,270-97.2% |