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 | $217,593 | $111,814+94.6% | $103,374+110.5% | $145,959+49.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 16.04% | 24.77%-8.7pp | 24.89%-8.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,924 | $4,214-30.6% | $3,869-24.4% | $4,661-37.3% |
| Participant deferral / active EE | $5,265 | $5,618-6.3% | $5,058+4.1% | $6,689-21.3% |
| Admin fee / account holder | $19,443 | $9,754+99.3% | $8,394+131.6% | $13,398+45.1% |