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 | $167,219 | $183,592-8.9% | $155,567+7.5% | $145,959+14.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 30.27% | 61.24%-31.0pp | 64.74%-34.5pp | 561.95%-531.7pp |
| Employer contribution / active EE | $2,361 | $5,315-55.6% | $4,674-49.5% | $4,661-49.3% |
| Participant deferral / active EE | $3,870 | $6,464-40.1% | $5,628-31.2% | $6,689-42.1% |
| Admin fee / account holder | $8,948 | $19,318-53.7% | $15,916-43.8% | $13,398-33.2% |