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 | $94,851 | $183,592-48.3% | $155,567-39.0% | $145,959-35.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.12% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,096 | $5,315-79.4% | $4,674-76.6% | $4,661-76.5% |
| Participant deferral / active EE | $4,970 | $6,464-23.1% | $5,628-11.7% | $6,689-25.7% |
| Admin fee / account holder | $1,817 | $19,318-90.6% | $15,916-88.6% | $13,398-86.4% |