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 | $55,891 | $72,071-22.4% | $68,368-18.2% | $137,256-59.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 17.61% | 353.14%-335.5pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,183 | $2,788+121.8% | $2,649+133.4% | $4,156+48.8% |
| Participant deferral / active EE | $7,264 | $4,410+64.7% | $4,123+76.2% | $6,407+13.4% |
| Admin fee / account holder | $2,671 | $5,336-49.9% | $5,150-48.1% | $12,270-78.2% |