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 | $162,023 | $159,934+1.3% | $147,005+10.2% | $145,959+11.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 50.28% | 98.24%-48.0pp | 418.76%-368.5pp | 561.95%-511.7pp |
| Employer contribution / active EE | $6,382 | $5,287+20.7% | $4,934+29.3% | $4,661+36.9% |
| Participant deferral / active EE | $15,216 | $8,427+80.6% | $8,070+88.6% | $6,689+127.5% |
| Admin fee / account holder | $1,357 | $15,053-91.0% | $13,006-89.6% | $13,398-89.9% |