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 | $241,635 | $154,228+56.7% | $145,433+66.1% | $137,256+76.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.72% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $13,006 | $4,804+170.7% | $4,554+185.6% | $4,156+212.9% |
| Participant deferral / active EE | $7,531 | $8,216-8.3% | $7,897-4.6% | $6,407+17.5% |
| Admin fee / account holder | $25,139 | $14,344+75.3% | $13,129+91.5% | $12,270+104.9% |