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 | $111,516 | $180,749-38.3% | $160,784-30.6% | $137,256-18.8% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 15.23% | 2234.46%-2219.2pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $772 | $4,155-81.4% | $3,733-79.3% | $4,156-81.4% |
| Participant deferral / active EE | $4,473 | $6,844-34.6% | $6,293-28.9% | $6,407-30.2% |
| Admin fee / account holder | $3,108 | $10,397-70.1% | $9,717-68.0% | $12,270-74.7% |