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 | $199,329 | $161,352+23.5% | $134,172+48.6% | $137,256+45.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.22% | 28.72%-11.5pp | 25.30%-8.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,186 | $4,099-71.1% | $3,420-65.3% | $4,156-71.5% |
| Participant deferral / active EE | $6,813 | $5,552+22.7% | $4,690+45.2% | $6,407+6.3% |
| Admin fee / account holder | $1,718 | $15,028-88.6% | $12,016-85.7% | $12,270-86.0% |