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 | $229,496 | $166,020+38.2% | $164,866+39.2% | $145,959+57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.53% | 100.08%-80.5pp | 69.97%-50.4pp | 561.95%-542.4pp |
| Employer contribution / active EE | $3,933 | $5,275-25.4% | $4,343-9.4% | $4,661-15.6% |
| Participant deferral / active EE | $19,944 | $6,961+186.5% | $6,033+230.6% | $6,689+198.2% |
| Admin fee / account holder | $11,521 | $16,644-30.8% | $12,689-9.2% | $13,398-14.0% |