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 | $140,758 | $109,904+28.1% | $97,167+44.9% | $145,959-3.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.91% | 243.43%-229.5pp | 75.27%-61.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $500 | $3,084-83.8% | $2,729-81.7% | $4,661-89.3% |
| Participant deferral / active EE | $15,250 | $4,676+226.1% | $4,264+257.7% | $6,689+128.0% |
| Admin fee / account holder | $30,473 | $6,216+390.2% | $5,650+439.3% | $13,398+127.4% |