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 | $207,255 | $166,020+24.8% | $164,866+25.7% | $145,959+42.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.05% | 100.08%-88.0pp | 69.97%-57.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $15,215 | $5,275+188.5% | $4,343+250.4% | $4,661+226.4% |
| Participant deferral / active EE | $4,837 | $6,961-30.5% | $6,033-19.8% | $6,689-27.7% |
| Admin fee / account holder | $1,789 | $16,644-89.3% | $12,689-85.9% | $13,398-86.6% |