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 | $158,631 | $102,382+54.9% | $147,005+7.9% | $80,874+96.1% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 16.10% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $4,369 | $3,715+17.6% | $4,934-11.5% | $2,756+58.6% |
| Participant deferral / active EE | $14,346 | $6,646+115.8% | $8,070+77.8% | $4,297+233.9% |
| Admin fee / account holder | $4,310 | $7,942-45.7% | $13,006-66.9% | $6,935-37.9% |