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 9-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 | $100,785 | $58,234+73.1% | $81,783+23.2% | $80,874+24.6% |
| Participation rate | 97.2% | 63.4%+33.8pp | 72.4%+24.9pp | 67.6%+29.6pp |
| Annual return | 15.70% | 41.70%-26.0pp | 775.05%-759.4pp | 35.62%-19.9pp |
| Employer contribution / active EE | $5,120 | $2,341+118.7% | $2,913+75.8% | $2,756+85.8% |
| Participant deferral / active EE | $10,211 | $3,283+211.1% | $4,320+136.4% | $4,297+137.6% |
| Admin fee / account holder | $4,414 | $4,982-11.4% | $7,380-40.2% | $6,935-36.4% |