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 | $165,095 | $112,729+46.5% | $98,716+67.2% | $137,256+20.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 14.14% | 38.48%-24.3pp | 31.81%-17.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,144 | $2,725+15.4% | $2,279+38.0% | $4,156-24.3% |
| Participant deferral / active EE | $3,385 | $4,640-27.1% | $4,048-16.4% | $6,407-47.2% |
| Admin fee / account holder | $9,240 | $10,129-8.8% | $8,703+6.2% | $12,270-24.7% |