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 | $98,761 | $80,812+22.2% | $160,784-38.6% | $82,448+19.8% |
| Participation rate | 96.9% | 66.2%+30.6pp | 77.0%+19.9pp | 68.1%+28.8pp |
| Annual return | 16.64% | 100.59%-84.0pp | 1803.92%-1787.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,150 | $2,174-1.1% | $3,733-42.4% | $2,551-15.7% |
| Participant deferral / active EE | $5,381 | $4,335+24.1% | $6,293-14.5% | $4,139+30.0% |
| Admin fee / account holder | $1,440 | $7,695-81.3% | $9,717-85.2% | $7,234-80.1% |