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 | $231,652 | $99,921+131.8% | $85,009+172.5% | $145,959+58.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.09% | 83.89%-69.8pp | 66.47%-52.4pp | 561.95%-547.9pp |
| Employer contribution / active EE | $40,655 | $3,233+1157.6% | $2,728+1390.1% | $4,661+772.3% |
| Participant deferral / active EE | $22,619 | $5,293+327.3% | $4,522+400.2% | $6,689+238.2% |
| Admin fee / account holder | $2,675 | $7,252-63.1% | $6,153-56.5% | $13,398-80.0% |