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 | $62,635 | $88,710-29.4% | $81,783-23.4% | $145,959-57.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 14.36% | 1027.26%-1012.9pp | 775.05%-760.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $11,452 | $3,083+271.4% | $2,913+293.2% | $4,661+145.7% |
| Participant deferral / active EE | $7,370 | $4,645+58.7% | $4,320+70.6% | $6,689+10.2% |
| Admin fee / account holder | $1,778 | $8,407-78.9% | $7,380-75.9% | $13,398-86.7% |