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 | $220,876 | $68,097+224.4% | $62,929+251.0% | $137,256+60.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.36% | 1859.11%-1839.8pp | 1063.93%-1044.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,008 | $2,811-28.6% | $2,505-19.8% | $4,156-51.7% |
| Participant deferral / active EE | $8,142 | $4,553+78.9% | $3,888+109.4% | $6,407+27.1% |
| Admin fee / account holder | $864 | $6,521-86.8% | $5,065-82.9% | $12,270-93.0% |