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 8-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 | $30,851 | $72,071-57.2% | $68,368-54.9% | $137,256-77.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 27.90% | 353.14%-325.2pp | 292.57%-264.7pp | 220.34%-192.4pp |
| Employer contribution / active EE | $8,114 | $2,788+191.1% | $2,649+206.3% | $4,156+95.2% |
| Participant deferral / active EE | $10,810 | $4,410+145.1% | $4,123+162.2% | $6,407+68.7% |
| Admin fee / account holder | $310 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |