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 | $95,562 | $102,382-6.7% | $147,005-35.0% | $80,874+18.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.59% | 134.89%-122.3pp | 418.76%-406.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $3,068 | $3,715-17.4% | $4,934-37.8% | $2,756+11.3% |
| Participant deferral / active EE | $10,207 | $6,646+53.6% | $8,070+26.5% | $4,297+137.5% |
| Admin fee / account holder | $29,796 | $7,942+275.1% | $13,006+129.1% | $6,935+329.6% |