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 | $136,321 | $159,934-14.8% | $147,005-7.3% | $145,959-6.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.54% | 98.24%-82.7pp | 418.76%-403.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $3,066 | $5,287-42.0% | $4,934-37.9% | $4,661-34.2% |
| Participant deferral / active EE | $6,220 | $8,427-26.2% | $8,070-22.9% | $6,689-7.0% |
| Admin fee / account holder | $2,089 | $15,053-86.1% | $13,006-83.9% | $13,398-84.4% |