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 | $68,916 | $51,638+33.5% | $68,368+0.8% | $82,448-16.4% |
| Participation rate | 97.3% | 63.6%+33.7pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 15.81% | 37.53%-21.7pp | 292.57%-276.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,285 | $2,047+158.2% | $2,649+99.5% | $2,551+107.2% |
| Participant deferral / active EE | $5,313 | $2,914+82.4% | $4,123+28.9% | $4,139+28.4% |
| Admin fee / account holder | $2,844 | $4,643-38.8% | $5,150-44.8% | $7,234-60.7% |