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 | $187,850 | $159,934+17.5% | $147,005+27.8% | $145,959+28.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.90% | 98.24%-84.3pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,751 | $5,287-48.0% | $4,934-44.2% | $4,661-41.0% |
| Participant deferral / active EE | $12,250 | $8,427+45.4% | $8,070+51.8% | $6,689+83.2% |
| Admin fee / account holder | $570 | $15,053-96.2% | $13,006-95.6% | $13,398-95.7% |