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 | $56,210 | $159,934-64.9% | $147,005-61.8% | $145,959-61.5% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 11.61% | 98.24%-86.6pp | 418.76%-407.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $6,469 | $5,287+22.3% | $4,934+31.1% | $4,661+38.8% |
| Participant deferral / active EE | $2,737 | $8,427-67.5% | $8,070-66.1% | $6,689-59.1% |
| Admin fee / account holder | $2,652 | $15,053-82.4% | $13,006-79.6% | $13,398-80.2% |