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 | $212,289 | $178,174+19.1% | $156,181+35.9% | $137,256+54.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.45% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $13,953 | $4,972+180.6% | $4,294+224.9% | $4,156+235.7% |
| Participant deferral / active EE | $12,678 | $6,888+84.1% | $6,132+106.7% | $6,407+97.9% |
| Admin fee / account holder | $1,134 | $17,404-93.5% | $14,586-92.2% | $12,270-90.8% |