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 | $101,964 | $180,749-43.6% | $160,784-36.6% | $137,256-25.7% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 12.21% | 2234.46%-2222.3pp | 1803.92%-1791.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $744 | $4,155-82.1% | $3,733-80.1% | $4,156-82.1% |
| Participant deferral / active EE | $3,378 | $6,844-50.7% | $6,293-46.3% | $6,407-47.3% |
| Admin fee / account holder | $13,506 | $10,397+29.9% | $9,717+39.0% | $12,270+10.1% |