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 | $121,360 | $183,592-33.9% | $155,567-22.0% | $145,959-16.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.23% | 61.24%-44.0pp | 64.74%-47.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,387 | $5,315-55.1% | $4,674-48.9% | $4,661-48.8% |
| Participant deferral / active EE | $6,203 | $6,464-4.0% | $5,628+10.2% | $6,689-7.3% |
| Admin fee / account holder | $2,568 | $19,318-86.7% | $15,916-83.9% | $13,398-80.8% |