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 | $153,488 | $52,353+193.2% | $120,225+27.7% | $82,448+86.2% |
| Participation rate | 90.6% | 58.3%+32.3pp | 69.6%+21.0pp | 68.1%+22.6pp |
| Annual return | 18.96% | 61.85%-42.9pp | 439.23%-420.3pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,868 | $1,510+222.4% | $3,475+40.1% | $2,551+90.8% |
| Participant deferral / active EE | $7,507 | $2,627+185.8% | $3,999+87.7% | $4,139+81.4% |
| Admin fee / account holder | $4,463 | $4,363+2.3% | $5,696-21.6% | $7,234-38.3% |