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 9-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 | $201,092 | $112,729+78.4% | $98,716+103.7% | $137,256+46.5% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.3%+4.6pp | 80.0%-6.0pp |
| Annual return | 15.67% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,659 | $2,725+34.2% | $2,279+60.6% | $4,156-12.0% |
| Participant deferral / active EE | $9,030 | $4,640+94.6% | $4,048+123.1% | $6,407+40.9% |
| Admin fee / account holder | $888 | $10,129-91.2% | $8,703-89.8% | $12,270-92.8% |