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 | $217,587 | $172,111+26.4% | $150,298+44.8% | $137,256+58.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 14.66% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,745 | $4,636-19.2% | $4,154-9.9% | $4,156-9.9% |
| Participant deferral / active EE | $3,168 | $6,166-48.6% | $5,453-41.9% | $6,407-50.6% |
| Admin fee / account holder | $1,258 | $16,471-92.4% | $14,116-91.1% | $12,270-89.7% |