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 | $196,416 | $154,228+27.4% | $145,433+35.1% | $137,256+43.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 14.17% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,606 | $4,804-45.8% | $4,554-42.8% | $4,156-37.3% |
| Participant deferral / active EE | $5,335 | $8,216-35.1% | $7,897-32.4% | $6,407-16.7% |
| Admin fee / account holder | $2,023 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |