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 | $222,445 | $172,111+29.2% | $150,298+48.0% | $137,256+62.1% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 14.87% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,019 | $4,636-34.9% | $4,154-27.3% | $4,156-27.4% |
| Participant deferral / active EE | $8,762 | $6,166+42.1% | $5,453+60.7% | $6,407+36.8% |
| Admin fee / account holder | $3,994 | $16,471-75.8% | $14,116-71.7% | $12,270-67.5% |