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 | $239,049 | $172,111+38.9% | $150,298+59.1% | $137,256+74.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 11.43% | 69.37%-57.9pp | 62.79%-51.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,114 | $4,636-54.4% | $4,154-49.1% | $4,156-49.1% |
| Participant deferral / active EE | $6,173 | $6,166+0.1% | $5,453+13.2% | $6,407-3.7% |
| Admin fee / account holder | $1,676 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |