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 | $44,683 | $52,353-14.7% | $120,225-62.8% | $82,448-45.8% |
| Participation rate | 73.2% | 58.3%+14.9pp | 69.6%+3.6pp | 68.1%+5.1pp |
| Annual return | 14.80% | 61.85%-47.0pp | 439.23%-424.4pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,546 | $1,510+68.6% | $3,475-26.7% | $2,551-0.2% |
| Participant deferral / active EE | $3,873 | $2,627+47.4% | $3,999-3.2% | $4,139-6.4% |
| Admin fee / account holder | $4,069 | $4,363-6.7% | $5,696-28.6% | $7,234-43.8% |