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 | $134,813 | $111,814+20.6% | $93,654+43.9% | $145,959-7.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.29% | 203.30%-191.0pp | 133.34%-121.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $5,769 | $3,092+86.6% | $2,421+138.3% | $4,661+23.8% |
| Participant deferral / active EE | $8,618 | $4,914+75.4% | $4,413+95.3% | $6,689+28.8% |
| Admin fee / account holder | $897 | $10,246-91.2% | $8,282-89.2% | $13,398-93.3% |