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 | $65,791 | $88,710-25.8% | $81,783-19.6% | $145,959-54.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 10.04% | 1027.26%-1017.2pp | 775.05%-765.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,439 | $3,083-20.9% | $2,913-16.2% | $4,661-47.7% |
| Participant deferral / active EE | $5,961 | $4,645+28.3% | $4,320+38.0% | $6,689-10.9% |
| Admin fee / account holder | $6,590 | $8,407-21.6% | $7,380-10.7% | $13,398-50.8% |