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 | $85,824 | $160,055-46.4% | $140,016-38.7% | $135,377-36.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.91% | 911.41%-919.3pp | 651.14%-659.0pp | 519.75%-527.7pp |
| Employer contribution / active EE | $3,331 | $6,420-48.1% | $5,606-40.6% | $4,779-30.3% |
| Participant deferral / active EE | $9,340 | $7,641+22.2% | $6,927+34.8% | $5,609+66.5% |
| Admin fee / account holder | $649 | $13,328-95.1% | $10,705-93.9% | $10,828-94.0% |