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 6-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 | $169,267 | $159,934+5.8% | $147,005+15.1% | $145,959+16.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.00% | 98.24%-83.2pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,343 | $5,287-55.7% | $4,934-52.5% | $4,661-49.7% |
| Participant deferral / active EE | $7,513 | $8,427-10.9% | $8,070-6.9% | $6,689+12.3% |
| Admin fee / account holder | $21,010 | $15,053+39.6% | $13,006+61.5% | $13,398+56.8% |