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 | $187,177 | $106,749+75.3% | $145,433+28.7% | $82,448+127.0% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.1%+3.9pp | 68.1%+17.9pp |
| Annual return | 15.84% | 27.59%-11.8pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,306 | $3,444-4.0% | $4,554-27.4% | $2,551+29.6% |
| Participant deferral / active EE | $10,523 | $6,519+61.4% | $7,897+33.3% | $4,139+154.2% |
| Admin fee / account holder | $19,975 | $8,390+138.1% | $13,129+52.1% | $7,234+176.1% |