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 4-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 | $186,892 | $173,340+7.8% | $136,007+37.4% | $145,959+28.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1163.32%-1148.0pp | 579.32%-564.0pp | 561.95%-546.6pp |
| Employer contribution / active EE | $4,343 | $5,275-17.7% | $4,215+3.1% | $4,661-6.8% |
| Participant deferral / active EE | $5,568 | $8,699-36.0% | $7,024-20.7% | $6,689-16.7% |
| Admin fee / account holder | $7,584 | $9,954-23.8% | $6,858+10.6% | $13,398-43.4% |