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 | $142,318 | $81,446+74.7% | $103,374+37.7% | $80,874+76.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 36.44% | 25.57%+10.9pp | 24.89%+11.5pp | 35.62%+0.8pp |
| Employer contribution / active EE | $14,484 | $3,107+366.2% | $3,869+274.3% | $2,756+425.6% |
| Participant deferral / active EE | $7,048 | $3,870+82.1% | $5,058+39.4% | $4,297+64.0% |
| Admin fee / account holder | $2,593 | $6,715-61.4% | $8,394-69.1% | $6,935-62.6% |