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 | $187,659 | $178,174+5.3% | $156,181+20.2% | $137,256+36.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.55% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,550 | $4,972-8.5% | $4,294+6.0% | $4,156+9.5% |
| Participant deferral / active EE | $5,577 | $6,888-19.0% | $6,132-9.1% | $6,407-13.0% |
| Admin fee / account holder | $1,447 | $17,404-91.7% | $14,586-90.1% | $12,270-88.2% |