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 | $169,272 | $72,071+134.9% | $68,368+147.6% | $137,256+23.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 14.78% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,332 | $2,788+55.4% | $2,649+63.5% | $4,156+4.2% |
| Participant deferral / active EE | $10,581 | $4,410+139.9% | $4,123+156.6% | $6,407+65.1% |
| Admin fee / account holder | $516 | $5,336-90.3% | $5,150-90.0% | $12,270-95.8% |