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 | $89,597 | $88,672+1.0% | $105,223-14.9% | $82,448+8.7% |
| Participation rate | 93.8% | 67.9%+25.8pp | 75.0%+18.7pp | 68.1%+25.7pp |
| Annual return | 18.41% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $15,833 | $3,048+419.5% | $3,689+329.3% | $2,551+520.7% |
| Participant deferral / active EE | $9,972 | $4,036+147.1% | $5,072+96.6% | $4,139+140.9% |
| Admin fee / account holder | $18,079 | $7,146+153.0% | $8,859+104.1% | $7,234+149.9% |