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 4-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 | $169,316 | $180,749-6.3% | $160,784+5.3% | $137,256+23.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.84% | 2234.46%-2211.6pp | 1803.92%-1781.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $26,520 | $4,155+538.2% | $3,733+610.5% | $4,156+538.1% |
| Participant deferral / active EE | $19,647 | $6,844+187.1% | $6,293+212.2% | $6,407+206.7% |
| Admin fee / account holder | $1,213 | $10,397-88.3% | $9,717-87.5% | $12,270-90.1% |