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 | $146,830 | $51,638+184.3% | $68,368+114.8% | $82,448+78.1% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.5pp |
| Annual return | 31.00% | 37.53%-6.5pp | 292.57%-261.6pp | 41.64%-10.6pp |
| Employer contribution / active EE | $17,530 | $2,047+756.6% | $2,649+561.8% | $2,551+587.2% |
| Participant deferral / active EE | $8,502 | $2,914+191.8% | $4,123+106.2% | $4,139+105.4% |
| Admin fee / account holder | $2,481 | $4,643-46.6% | $5,150-51.8% | $7,234-65.7% |