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 | $193,073 | $178,174+8.4% | $156,181+23.6% | $137,256+40.7% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.8%+7.5pp | 80.0%+6.4pp |
| Annual return | 15.34% | 84.19%-68.9pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,071 | $4,972-38.2% | $4,294-28.5% | $4,156-26.1% |
| Participant deferral / active EE | $6,389 | $6,888-7.2% | $6,132+4.2% | $6,407-0.3% |
| Admin fee / account holder | $5,112 | $17,404-70.6% | $14,586-65.0% | $12,270-58.3% |