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 | $79,867 | $183,592-56.5% | $155,567-48.7% | $145,959-45.3% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 10.44% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,804 | $5,315-47.2% | $4,674-40.0% | $4,661-39.8% |
| Participant deferral / active EE | $5,407 | $6,464-16.3% | $5,628-3.9% | $6,689-19.2% |
| Admin fee / account holder | $1,493 | $19,318-92.3% | $15,916-90.6% | $13,398-88.9% |