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 | $199,678 | $102,382+95.0% | $147,005+35.8% | $80,874+146.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.55% | 134.89%-118.3pp | 418.76%-402.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $7,343 | $3,715+97.7% | $4,934+48.8% | $2,756+166.5% |
| Participant deferral / active EE | $10,768 | $6,646+62.0% | $8,070+33.4% | $4,297+150.6% |
| Admin fee / account holder | $1,915 | $7,942-75.9% | $13,006-85.3% | $6,935-72.4% |