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 | $192,934 | $178,174+8.3% | $156,181+23.5% | $137,256+40.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.79% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $10,942 | $4,972+120.1% | $4,294+154.8% | $4,156+163.3% |
| Participant deferral / active EE | $7,932 | $6,888+15.2% | $6,132+29.4% | $6,407+23.8% |
| Admin fee / account holder | $1,688 | $17,404-90.3% | $14,586-88.4% | $12,270-86.2% |