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 | $80,402 | $52,353+53.6% | $120,225-33.1% | $82,448-2.5% |
| Participation rate | 92.3% | 58.3%+34.0pp | 69.6%+22.7pp | 68.1%+24.2pp |
| Annual return | 19.53% | 61.85%-42.3pp | 439.23%-419.7pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,517 | $1,510+132.9% | $3,475+1.2% | $2,551+37.9% |
| Participant deferral / active EE | $5,154 | $2,627+96.2% | $3,999+28.9% | $4,139+24.5% |
| Admin fee / account holder | $4,630 | $4,363+6.1% | $5,696-18.7% | $7,234-36.0% |