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 | $229,644 | $210,698+9.0% | $178,014+29.0% | $145,959+57.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.89% | 386.27%-374.4pp | 294.80%-282.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $4,331 | $4,567-5.2% | $3,950+9.6% | $4,661-7.1% |
| Participant deferral / active EE | $5,243 | $6,958-24.7% | $6,276-16.5% | $6,689-21.6% |
| Admin fee / account holder | $1,523 | $12,016-87.3% | $10,362-85.3% | $13,398-88.6% |