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 3-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 | $52,547 | $183,592-71.4% | $155,567-66.2% | $145,959-64.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $8,907 | $5,315+67.6% | $4,674+90.6% | $4,661+91.1% |
| Participant deferral / active EE | $6,801 | $6,464+5.2% | $5,628+20.8% | $6,689+1.7% |
| Admin fee / account holder | $470 | $19,318-97.6% | $15,916-97.0% | $13,398-96.5% |