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 9-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 | $84,143 | $72,071+16.7% | $68,368+23.1% | $137,256-38.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.26% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,969 | $2,788-29.4% | $2,649-25.7% | $4,156-52.6% |
| Participant deferral / active EE | $14,220 | $4,410+222.5% | $4,123+244.9% | $6,407+122.0% |
| Admin fee / account holder | $822 | $5,336-84.6% | $5,150-84.0% | $12,270-93.3% |