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 | $204,395 | $154,228+32.5% | $145,433+40.5% | $137,256+48.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.30% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,767 | $4,804-21.6% | $4,554-17.3% | $4,156-9.4% |
| Participant deferral / active EE | $6,811 | $8,216-17.1% | $7,897-13.8% | $6,407+6.3% |
| Admin fee / account holder | $4,141 | $14,344-71.1% | $13,129-68.5% | $12,270-66.3% |