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 | $76,833 | $180,749-57.5% | $160,784-52.2% | $137,256-44.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.51% | 2234.46%-2216.0pp | 1803.92%-1785.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,320 | $4,155+4.0% | $3,733+15.7% | $4,156+3.9% |
| Participant deferral / active EE | $14,400 | $6,844+110.4% | $6,293+128.8% | $6,407+124.8% |
| Admin fee / account holder | $1,116 | $10,397-89.3% | $9,717-88.5% | $12,270-90.9% |