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 | $212,631 | $183,592+15.8% | $155,567+36.7% | $145,959+45.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $3,880 | $5,315-27.0% | $4,674-17.0% | $4,661-16.8% |
| Participant deferral / active EE | $6,976 | $6,464+7.9% | $5,628+24.0% | $6,689+4.3% |
| Admin fee / account holder | $1,397 | $19,318-92.8% | $15,916-91.2% | $13,398-89.6% |