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 | $106,462 | $51,638+106.2% | $68,368+55.7% | $82,448+29.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 19.68% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,630 | $2,047+77.4% | $2,649+37.0% | $2,551+42.3% |
| Participant deferral / active EE | $9,614 | $2,914+230.0% | $4,123+133.2% | $4,139+132.3% |
| Admin fee / account holder | $1,534 | $4,643-67.0% | $5,150-70.2% | $7,234-78.8% |