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 | $180,048 | $132,634+35.7% | $115,768+55.5% | $137,256+31.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.4%+7.4pp | 80.0%+1.9pp |
| Annual return | 16.40% | 160.70%-144.3pp | 100.46%-84.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,716 | $5,619+1.7% | $4,917+16.3% | $6,407-10.8% |
| Admin fee / account holder | $16,776 | $15,028+11.6% | $12,439+34.9% | $12,270+36.7% |