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 4-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 | $93,980 | $210,698-55.4% | $178,014-47.2% | $145,959-35.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.00% | 386.27%-368.3pp | 294.80%-276.8pp | 561.95%-543.9pp |
| Employer contribution / active EE | $16,231 | $4,567+255.4% | $3,950+310.9% | $4,661+248.2% |
| Participant deferral / active EE | $10,624 | $6,958+52.7% | $6,276+69.3% | $6,689+58.8% |
| Admin fee / account holder | $381 | $12,016-96.8% | $10,362-96.3% | $13,398-97.2% |