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 | $166,199 | $159,934+3.9% | $147,005+13.1% | $145,959+13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.00% | 98.24%-84.2pp | 418.76%-404.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $27,102 | $5,287+412.6% | $4,934+449.3% | $4,661+481.5% |
| Participant deferral / active EE | $18,826 | $8,427+123.4% | $8,070+133.3% | $6,689+181.5% |
| Admin fee / account holder | $526 | $15,053-96.5% | $13,006-96.0% | $13,398-96.1% |