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 | $179,795 | $154,228+16.6% | $145,433+23.6% | $137,256+31.0% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 25.94% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,525 | $4,804-26.6% | $4,554-22.6% | $4,156-15.2% |
| Participant deferral / active EE | $6,928 | $8,216-15.7% | $7,897-12.3% | $6,407+8.1% |
| Admin fee / account holder | $1,285 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |