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 6-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 | $112,246 | $159,934-29.8% | $147,005-23.6% | $145,959-23.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 23.58% | 98.24%-74.7pp | 418.76%-395.2pp | 561.95%-538.4pp |
| Employer contribution / active EE | $16,042 | $5,287+203.4% | $4,934+225.1% | $4,661+244.2% |
| Participant deferral / active EE | $18,986 | $8,427+125.3% | $8,070+135.3% | $6,689+183.9% |
| Admin fee / account holder | $1,161 | $15,053-92.3% | $13,006-91.1% | $13,398-91.3% |