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 | $201,409 | $178,174+13.0% | $156,181+29.0% | $137,256+46.7% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 15.85% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,391 | $4,972-51.9% | $4,294-44.3% | $4,156-42.5% |
| Participant deferral / active EE | $4,019 | $6,888-41.7% | $6,132-34.5% | $6,407-37.3% |
| Admin fee / account holder | $20,881 | $17,404+20.0% | $14,586+43.2% | $12,270+70.2% |