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 | $151,381 | $112,729+34.3% | $98,716+53.4% | $137,256+10.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.36% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,663 | $2,725-2.3% | $2,279+16.9% | $4,156-35.9% |
| Participant deferral / active EE | $6,056 | $4,640+30.5% | $4,048+49.6% | $6,407-5.5% |
| Admin fee / account holder | $3,114 | $10,129-69.3% | $8,703-64.2% | $12,270-74.6% |