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 10-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 | $212,573 | $159,934+32.9% | $147,005+44.6% | $145,959+45.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.61% | 98.24%-80.6pp | 418.76%-401.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,549 | $5,287-32.9% | $4,934-28.1% | $4,661-23.9% |
| Participant deferral / active EE | $8,268 | $8,427-1.9% | $8,070+2.5% | $6,689+23.6% |
| Admin fee / account holder | $2,740 | $15,053-81.8% | $13,006-78.9% | $13,398-79.6% |