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 8-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 | $79,913 | $90,397-11.6% | $76,002+5.1% | $145,959-45.2% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.1%+3.1pp | 80.3%-8.1pp |
| Annual return | 14.92% | 621.97%-607.1pp | 360.07%-345.1pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,481 | $3,317-25.2% | $2,688-7.7% | $4,661-46.8% |
| Participant deferral / active EE | $6,389 | $5,163+23.7% | $4,257+50.1% | $6,689-4.5% |
| Admin fee / account holder | $1,009 | $8,369-87.9% | $6,414-84.3% | $13,398-92.5% |