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 | $111,039 | $159,934-30.6% | $147,005-24.5% | $145,959-23.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,929 | $5,287+68.9% | $4,934+81.0% | $4,661+91.6% |
| Participant deferral / active EE | $12,832 | $8,427+52.3% | $8,070+59.0% | $6,689+91.8% |
| Admin fee / account holder | $23,356 | $15,053+55.2% | $13,006+79.6% | $13,398+74.3% |