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 9-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 | $71,148 | $159,934-55.5% | $147,005-51.6% | $145,959-51.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 11.92% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,913 | $5,287-63.8% | $4,934-61.2% | $4,661-58.9% |
| Participant deferral / active EE | $6,658 | $8,427-21.0% | $8,070-17.5% | $6,689-0.5% |
| Admin fee / account holder | $4,295 | $15,053-71.5% | $13,006-67.0% | $13,398-67.9% |