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 | $136,939 | $166,020-17.5% | $164,866-16.9% | $145,959-6.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.86% | 100.08%-89.2pp | 69.97%-59.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $5,104 | $5,275-3.2% | $4,343+17.5% | $4,661+9.5% |
| Participant deferral / active EE | $2,961 | $6,961-57.5% | $6,033-50.9% | $6,689-55.7% |
| Admin fee / account holder | $2,459 | $16,644-85.2% | $12,689-80.6% | $13,398-81.6% |