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 | $88,400 | $159,934-44.7% | $147,005-39.9% | $145,959-39.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 17.67% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $4,544 | $5,287-14.1% | $4,934-7.9% | $4,661-2.5% |
| Participant deferral / active EE | $5,836 | $8,427-30.8% | $8,070-27.7% | $6,689-12.7% |
| Admin fee / account holder | $7,805 | $15,053-48.2% | $13,006-40.0% | $13,398-41.7% |