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 | $123,901 | $159,934-22.5% | $147,005-15.7% | $145,959-15.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.21% | 98.24%-86.0pp | 418.76%-406.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,135 | $5,287-59.6% | $4,934-56.7% | $4,661-54.2% |
| Participant deferral / active EE | $9,629 | $8,427+14.3% | $8,070+19.3% | $6,689+44.0% |
| Admin fee / account holder | $7,720 | $15,053-48.7% | $13,006-40.6% | $13,398-42.4% |