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 | $222,270 | $161,352+37.8% | $134,172+65.7% | $137,256+61.9% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 17.73% | 28.72%-11.0pp | 25.30%-7.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $28,431 | $4,099+593.7% | $3,420+731.3% | $4,156+584.1% |
| Participant deferral / active EE | $22,109 | $5,552+298.2% | $4,690+371.4% | $6,407+245.1% |
| Admin fee / account holder | $56,265 | $15,028+274.4% | $12,016+368.3% | $12,270+358.5% |