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 | $168,254 | $159,934+5.2% | $147,005+14.5% | $145,959+15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.89% | 98.24%-82.3pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $8,512 | $5,287+61.0% | $4,934+72.5% | $4,661+82.6% |
| Participant deferral / active EE | $6,731 | $8,427-20.1% | $8,070-16.6% | $6,689+0.6% |
| Admin fee / account holder | $19,706 | $15,053+30.9% | $13,006+51.5% | $13,398+47.1% |