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 | $227,254 | $90,397+151.4% | $76,002+199.0% | $145,959+55.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 10.94% | 621.97%-611.0pp | 360.07%-349.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $8,127 | $3,317+145.0% | $2,688+202.3% | $4,661+74.4% |
| Participant deferral / active EE | $10,440 | $5,163+102.2% | $4,257+145.3% | $6,689+56.1% |
| Admin fee / account holder | $576 | $8,369-93.1% | $6,414-91.0% | $13,398-95.7% |