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 | $190,978 | $52,353+264.8% | $120,225+58.9% | $82,448+131.6% |
| Participation rate | 80.0% | 58.3%+21.7pp | 69.6%+10.4pp | 68.1%+11.9pp |
| Annual return | 13.90% | 61.85%-48.0pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,367 | $1,510+122.9% | $3,475-3.1% | $2,551+32.0% |
| Participant deferral / active EE | $5,116 | $2,627+94.8% | $3,999+27.9% | $4,139+23.6% |
| Admin fee / account holder | $2,404 | $4,363-44.9% | $5,696-57.8% | $7,234-66.8% |