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 | $120,312 | $210,698-42.9% | $178,014-32.4% | $145,959-17.6% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 12.02% | 386.27%-374.3pp | 294.80%-282.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,376 | $4,567-26.1% | $3,950-14.5% | $4,661-27.6% |
| Participant deferral / active EE | $11,461 | $6,958+64.7% | $6,276+82.6% | $6,689+71.4% |
| Admin fee / account holder | $2,296 | $12,016-80.9% | $10,362-77.8% | $13,398-82.9% |