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 5-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 | $81,347 | $68,097+19.5% | $62,929+29.3% | $137,256-40.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.92% | 1859.11%-1842.2pp | 1063.93%-1047.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $22,387 | $2,811+696.4% | $2,505+793.8% | $4,156+438.7% |
| Participant deferral / active EE | $13,632 | $4,553+199.4% | $3,888+250.6% | $6,407+112.8% |
| Admin fee / account holder | $21,071 | $6,521+223.1% | $5,065+316.0% | $12,270+71.7% |