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 | $95,592 | $123,982-22.9% | $69,701+37.1% | $145,959-34.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 14.95% | 191.01%-176.1pp | 100.32%-85.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,613 | $2,681-39.9% | $1,713-5.9% | $4,661-65.4% |
| Participant deferral / active EE | $1,613 | $4,236-61.9% | $2,887-44.1% | $6,689-75.9% |
| Admin fee / account holder | $24,355 | $7,867+209.6% | $4,717+416.4% | $13,398+81.8% |