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 | $198,042 | $159,934+23.8% | $147,005+34.7% | $145,959+35.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 10.76% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $6,108 | $5,287+15.5% | $4,934+23.8% | $4,661+31.0% |
| Participant deferral / active EE | $11,407 | $8,427+35.4% | $8,070+41.4% | $6,689+70.5% |
| Admin fee / account holder | $20,140 | $15,053+33.8% | $13,006+54.8% | $13,398+50.3% |