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 | $122,131 | $169,161-27.8% | $129,295-5.5% | $145,959-16.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.18% | 14348.07%-14332.9pp | 9429.28%-9414.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,607 | $5,543-71.0% | $4,157-61.4% | $4,661-65.5% |
| Participant deferral / active EE | $10,234 | $4,989+105.1% | $4,169+145.5% | $6,689+53.0% |
| Admin fee / account holder | $26,048 | $9,878+163.7% | $7,665+239.8% | $13,398+94.4% |