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 | $196,145 | $154,228+27.2% | $145,433+34.9% | $137,256+42.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.16% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $8,835 | $4,804+83.9% | $4,554+94.0% | $4,156+112.6% |
| Participant deferral / active EE | $12,175 | $8,216+48.2% | $7,897+54.2% | $6,407+90.0% |
| Admin fee / account holder | $5,326 | $14,344-62.9% | $13,129-59.4% | $12,270-56.6% |