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 8-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 | $143,082 | $132,634+7.9% | $115,768+23.6% | $137,256+4.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 16.44% | 160.70%-144.3pp | 100.46%-84.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,907 | $3,360-13.5% | $2,940-1.1% | $4,156-30.1% |
| Participant deferral / active EE | $10,760 | $5,619+91.5% | $4,917+118.9% | $6,407+68.0% |
| Admin fee / account holder | $14,237 | $15,028-5.3% | $12,439+14.5% | $12,270+16.0% |