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 | $116,706 | $180,749-35.4% | $160,784-27.4% | $137,256-15.0% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 20.05% | 2234.46%-2214.4pp | 1803.92%-1783.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,557 | $4,155-14.4% | $3,733-4.7% | $4,156-14.4% |
| Participant deferral / active EE | $10,157 | $6,844+48.4% | $6,293+61.4% | $6,407+58.5% |
| Admin fee / account holder | $1,644 | $10,397-84.2% | $9,717-83.1% | $12,270-86.6% |