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 7-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 | $155,297 | $111,814+38.9% | $93,654+65.8% | $145,959+6.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 50.06% | 203.30%-153.2pp | 133.34%-83.3pp | 561.95%-511.9pp |
| Employer contribution / active EE | $2,654 | $3,092-14.2% | $2,421+9.6% | $4,661-43.1% |
| Participant deferral / active EE | $9,498 | $4,914+93.3% | $4,413+115.2% | $6,689+42.0% |
| Admin fee / account holder | $790 | $10,246-92.3% | $8,282-90.5% | $13,398-94.1% |