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 | $231,754 | $154,228+50.3% | $145,433+59.4% | $137,256+68.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.83% | 74.59%-57.8pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,191 | $4,804-12.8% | $4,554-8.0% | $4,156+0.8% |
| Participant deferral / active EE | $13,291 | $8,216+61.8% | $7,897+68.3% | $6,407+107.5% |
| Admin fee / account holder | $2,803 | $14,344-80.5% | $13,129-78.6% | $12,270-77.2% |