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 | $84,486 | $51,638+63.6% | $68,368+23.6% | $82,448+2.5% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 16.31% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,932 | $2,047+43.3% | $2,649+10.7% | $2,551+14.9% |
| Participant deferral / active EE | $5,277 | $2,914+81.1% | $4,123+28.0% | $4,139+27.5% |
| Admin fee / account holder | $3,994 | $4,643-14.0% | $5,150-22.5% | $7,234-44.8% |