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 | $45,106 | $183,592-75.4% | $155,567-71.0% | $145,959-69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.53% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,067 | $5,315-79.9% | $4,674-77.2% | $4,661-77.1% |
| Participant deferral / active EE | $5,129 | $6,464-20.7% | $5,628-8.9% | $6,689-23.3% |
| Admin fee / account holder | $451 | $19,318-97.7% | $15,916-97.2% | $13,398-96.6% |