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 | $114,943 | $111,535+3.1% | $105,223+9.2% | $137,256-16.3% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 80.0%+15.7pp |
| Annual return | 14.76% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,982 | $3,939-24.3% | $3,689-19.2% | $4,156-28.2% |
| Participant deferral / active EE | $6,304 | $5,500+14.6% | $5,072+24.3% | $6,407-1.6% |
| Admin fee / account holder | $7,044 | $9,721-27.5% | $8,859-20.5% | $12,270-42.6% |