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 | $198,129 | $99,921+98.3% | $85,009+133.1% | $145,959+35.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.95% | 83.89%-71.9pp | 66.47%-54.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $6,148 | $3,233+90.2% | $2,728+125.3% | $4,661+31.9% |
| Participant deferral / active EE | $18,288 | $5,293+245.5% | $4,522+304.5% | $6,689+173.4% |
| Admin fee / account holder | $440 | $7,252-93.9% | $6,153-92.9% | $13,398-96.7% |