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 | $243,980 | $178,174+36.9% | $156,181+56.2% | $137,256+77.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.02% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $11,976 | $4,972+140.9% | $4,294+178.9% | $4,156+188.2% |
| Participant deferral / active EE | $16,013 | $6,888+132.5% | $6,132+161.1% | $6,407+149.9% |
| Admin fee / account holder | $3,134 | $17,404-82.0% | $14,586-78.5% | $12,270-74.5% |