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 | $182,933 | $178,174+2.7% | $156,181+17.1% | $137,256+33.3% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.8%+12.5pp | 80.0%+11.3pp |
| Annual return | 10.72% | 84.19%-73.5pp | 64.87%-54.2pp | 220.34%-209.6pp |
| Employer contribution / active EE | $5,041 | $4,972+1.4% | $4,294+17.4% | $4,156+21.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,831 | $17,404-14.8% | $14,586+1.7% | $12,270+20.9% |