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 | $198,487 | $111,535+78.0% | $105,223+88.6% | $137,256+44.6% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.0%-1.7pp | 80.0%-6.6pp |
| Annual return | 14.32% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,900 | $3,939-26.4% | $3,689-21.4% | $4,156-30.2% |
| Participant deferral / active EE | $8,712 | $5,500+58.4% | $5,072+71.8% | $6,407+36.0% |
| Admin fee / account holder | $1,346 | $9,721-86.2% | $8,859-84.8% | $12,270-89.0% |