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 | $117,702 | $180,749-34.9% | $160,784-26.8% | $137,256-14.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 14.78% | 2234.46%-2219.7pp | 1803.92%-1789.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,834 | $4,155-31.8% | $3,733-24.1% | $4,156-31.8% |
| Participant deferral / active EE | $4,719 | $6,844-31.1% | $6,293-25.0% | $6,407-26.3% |
| Admin fee / account holder | $3,548 | $10,397-65.9% | $9,717-63.5% | $12,270-71.1% |