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 | $191,978 | $178,174+7.7% | $156,181+22.9% | $137,256+39.9% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.8%+16.8pp | 80.0%+15.7pp |
| Annual return | 13.50% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,992 | $4,972+0.4% | $4,294+16.2% | $4,156+20.1% |
| Participant deferral / active EE | $5,984 | $6,888-13.1% | $6,132-2.4% | $6,407-6.6% |
| Admin fee / account holder | $22,374 | $17,404+28.6% | $14,586+53.4% | $12,270+82.3% |