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 | $144,603 | $117,859+22.7% | $102,438+41.2% | $145,959-0.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.02% | 31.72%-12.7pp | 29.37%-10.3pp | 561.95%-542.9pp |
| Employer contribution / active EE | $10,759 | $3,615+197.6% | $3,024+255.8% | $4,661+130.8% |
| Participant deferral / active EE | $25,469 | $5,732+344.3% | $5,054+404.0% | $6,689+280.8% |
| Admin fee / account holder | $26,937 | $13,318+102.3% | $9,448+185.1% | $13,398+101.1% |