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 | $234,528 | $126,519+85.4% | $106,201+120.8% | $145,959+60.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.96% | 225.10%-213.1pp | 116.26%-104.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,711 | $3,726-0.4% | $3,170+17.1% | $4,661-20.4% |
| Participant deferral / active EE | $4,401 | $5,716-23.0% | $5,012-12.2% | $6,689-34.2% |
| Admin fee / account holder | $3,317 | $17,312-80.8% | $11,039-70.0% | $13,398-75.2% |