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 | $80,018 | $88,710-9.8% | $81,783-2.2% | $145,959-45.2% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.4%+22.1pp | 80.3%+14.2pp |
| Annual return | 16.00% | 1027.26%-1011.3pp | 775.05%-759.1pp | 561.95%-546.0pp |
| Employer contribution / active EE | $4,075 | $3,083+32.2% | $2,913+39.9% | $4,661-12.6% |
| Participant deferral / active EE | $9,024 | $4,645+94.3% | $4,320+108.9% | $6,689+34.9% |
| Admin fee / account holder | $3,449 | $8,407-59.0% | $7,380-53.3% | $13,398-74.3% |