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 6-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 | $48,915 | $76,785-36.3% | $56,441-13.3% | $145,959-66.5% |
| Participation rate | 78.6% | 63.2%+15.3pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 11.77% | 3000.51%-2988.7pp | 1704.21%-1692.4pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,636 | $1,381+91.0% | $1,039+153.7% | $4,661-43.4% |
| Participant deferral / active EE | $8,332 | $2,624+217.6% | $1,953+326.7% | $6,689+24.6% |
| Admin fee / account holder | $689 | $3,334-79.3% | $2,829-75.7% | $13,398-94.9% |