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 | $191,276 | $90,397+111.6% | $76,002+151.7% | $145,959+31.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.63% | 621.97%-607.3pp | 360.07%-345.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $11,351 | $3,317+242.2% | $2,688+322.2% | $4,661+143.5% |
| Participant deferral / active EE | $7,841 | $5,163+51.9% | $4,257+84.2% | $6,689+17.2% |
| Admin fee / account holder | $2,453 | $8,369-70.7% | $6,414-61.8% | $13,398-81.7% |