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 | $171,007 | $72,071+137.3% | $68,368+150.1% | $137,256+24.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.96% | 353.14%-331.2pp | 292.57%-270.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $32,250 | $2,788+1056.8% | $2,649+1117.5% | $4,156+676.0% |
| Participant deferral / active EE | $3,727 | $4,410-15.5% | $4,123-9.6% | $6,407-41.8% |
| Admin fee / account holder | $1,284 | $5,336-75.9% | $5,150-75.1% | $12,270-89.5% |