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 | $123,361 | $172,111-28.3% | $150,298-17.9% | $137,256-10.1% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 20.15% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $6,304 | $4,636+36.0% | $4,154+51.8% | $4,156+51.7% |
| Participant deferral / active EE | $4,121 | $6,166-33.2% | $5,453-24.4% | $6,407-35.7% |
| Admin fee / account holder | $2,434 | $16,471-85.2% | $14,116-82.8% | $12,270-80.2% |