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 | $110,353 | $166,020-33.5% | $164,866-33.1% | $145,959-24.4% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.6%+7.8pp | 80.3%+6.1pp |
| Annual return | 12.34% | 100.08%-87.7pp | 69.97%-57.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,876 | $5,275-64.4% | $4,343-56.8% | $4,661-59.7% |
| Participant deferral / active EE | $4,097 | $6,961-41.1% | $6,033-32.1% | $6,689-38.7% |
| Admin fee / account holder | $2,327 | $16,644-86.0% | $12,689-81.7% | $13,398-82.6% |