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 8-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 | $126,399 | $159,934-21.0% | $147,005-14.0% | $145,959-13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.10% | 98.24%-81.1pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $3,925 | $5,287-25.8% | $4,934-20.4% | $4,661-15.8% |
| Participant deferral / active EE | $9,542 | $8,427+13.2% | $8,070+18.2% | $6,689+42.7% |
| Admin fee / account holder | $1,028 | $15,053-93.2% | $13,006-92.1% | $13,398-92.3% |