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 5-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 | $69,439 | $111,814-37.9% | $93,654-25.9% | $145,959-52.4% |
| Participation rate | 90.5% | 74.2%+16.3pp | 68.7%+21.8pp | 80.3%+10.2pp |
| Annual return | 9.44% | 203.30%-193.9pp | 133.34%-123.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,776 | $3,092-10.2% | $2,421+14.7% | $4,661-40.4% |
| Participant deferral / active EE | $4,720 | $4,914-3.9% | $4,413+7.0% | $6,689-29.4% |
| Admin fee / account holder | $10,592 | $10,246+3.4% | $8,282+27.9% | $13,398-20.9% |