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 | $241,680 | $154,228+56.7% | $145,433+66.2% | $137,256+76.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 44.70% | 74.59%-29.9pp | 66.58%-21.9pp | 220.34%-175.6pp |
| Employer contribution / active EE | $2,639 | $4,804-45.1% | $4,554-42.1% | $4,156-36.5% |
| Participant deferral / active EE | $8,089 | $8,216-1.6% | $7,897+2.4% | $6,407+26.3% |
| Admin fee / account holder | $3,496 | $14,344-75.6% | $13,129-73.4% | $12,270-71.5% |