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 | $98,180 | $99,921-1.7% | $85,009+15.5% | $145,959-32.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 83.89%-68.4pp | 66.47%-51.0pp | 561.95%-546.5pp |
| Employer contribution / active EE | $2,117 | $3,233-34.5% | $2,728-22.4% | $4,661-54.6% |
| Participant deferral / active EE | $9,256 | $5,293+74.9% | $4,522+104.7% | $6,689+38.4% |
| Admin fee / account holder | $2,172 | $7,252-70.0% | $6,153-64.7% | $13,398-83.8% |