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 9-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 | $184,627 | $172,111+7.3% | $150,298+22.8% | $137,256+34.5% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 15.35% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,633 | $4,636-0.1% | $4,154+11.5% | $4,156+11.5% |
| Participant deferral / active EE | $6,485 | $6,166+5.2% | $5,453+18.9% | $6,407+1.2% |
| Admin fee / account holder | $442 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |