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 | $173,751 | $88,360+96.6% | $145,433+19.5% | $67,986+155.6% |
| Participation rate | 86.9% | 65.5%+21.4pp | 82.1%+4.8pp | 57.2%+29.7pp |
| Annual return | 22.56% | 63.15%-40.6pp | 66.58%-44.0pp | 31.67%-9.1pp |
| Employer contribution / active EE | $6,262 | $3,054+105.1% | $4,554+37.5% | $2,019+210.2% |
| Participant deferral / active EE | $9,541 | $5,932+60.8% | $7,897+20.8% | $3,358+184.1% |
| Admin fee / account holder | $2,871 | $3,313-13.3% | $13,129-78.1% | $3,203-10.4% |