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 | $178,605 | $117,859+51.5% | $102,438+74.4% | $145,959+22.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.54% | 31.72%-22.2pp | 29.37%-19.8pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,812 | $3,615+5.4% | $3,024+26.1% | $4,661-18.2% |
| Participant deferral / active EE | $9,386 | $5,732+63.7% | $5,054+85.7% | $6,689+40.3% |
| Admin fee / account holder | $563 | $13,318-95.8% | $9,448-94.0% | $13,398-95.8% |