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 | $135,013 | $111,814+20.7% | $93,654+44.2% | $145,959-7.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.12% | 203.30%-191.2pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $5,200 | $3,092+68.2% | $2,421+114.8% | $4,661+11.6% |
| Participant deferral / active EE | $25,825 | $4,914+425.5% | $4,413+485.2% | $6,689+286.1% |
| Admin fee / account holder | $4,537 | $10,246-55.7% | $8,282-45.2% | $13,398-66.1% |