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 | $174,060 | $183,592-5.2% | $155,567+11.9% | $145,959+19.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.19% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,442 | $5,315-72.9% | $4,674-69.2% | $4,661-69.1% |
| Participant deferral / active EE | $6,477 | $6,464+0.2% | $5,628+15.1% | $6,689-3.2% |
| Admin fee / account holder | $799 | $19,318-95.9% | $15,916-95.0% | $13,398-94.0% |