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 9-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 | $106,988 | $88,710+20.6% | $81,783+30.8% | $145,959-26.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.54% | 1027.26%-1014.7pp | 775.05%-762.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,985 | $3,083-3.2% | $2,913+2.5% | $4,661-36.0% |
| Participant deferral / active EE | $11,346 | $4,645+144.3% | $4,320+162.6% | $6,689+69.6% |
| Admin fee / account holder | $497 | $8,407-94.1% | $7,380-93.3% | $13,398-96.3% |