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 | $195,452 | $159,934+22.2% | $147,005+33.0% | $145,959+33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $14,630 | $5,287+176.7% | $4,934+196.5% | $4,661+213.9% |
| Participant deferral / active EE | $9,905 | $8,427+17.5% | $8,070+22.7% | $6,689+48.1% |
| Admin fee / account holder | $1,750 | $15,053-88.4% | $13,006-86.5% | $13,398-86.9% |