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 | $233,637 | $178,174+31.1% | $156,181+49.6% | $137,256+70.2% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.8%+9.4pp | 80.0%+8.3pp |
| Annual return | 16.41% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,336 | $4,972-53.0% | $4,294-45.6% | $4,156-43.8% |
| Participant deferral / active EE | $5,693 | $6,888-17.4% | $6,132-7.2% | $6,407-11.1% |
| Admin fee / account holder | $3,187 | $17,404-81.7% | $14,586-78.2% | $12,270-74.0% |