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 | $204,384 | $180,749+13.1% | $160,784+27.1% | $137,256+48.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.13% | 2234.46%-2220.3pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,491 | $4,155-40.0% | $3,733-33.3% | $4,156-40.1% |
| Participant deferral / active EE | $8,671 | $6,844+26.7% | $6,293+37.8% | $6,407+35.3% |
| Admin fee / account holder | $7,990 | $10,397-23.1% | $9,717-17.8% | $12,270-34.9% |