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 | $244,797 | $117,859+107.7% | $102,438+139.0% | $145,959+67.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 31.72%-16.4pp | 29.37%-14.1pp | 561.95%-546.6pp |
| Employer contribution / active EE | $12,680 | $3,615+250.8% | $3,024+319.4% | $4,661+172.1% |
| Participant deferral / active EE | $6,838 | $5,732+19.3% | $5,054+35.3% | $6,689+2.2% |
| Admin fee / account holder | $18,475 | $13,318+38.7% | $9,448+95.5% | $13,398+37.9% |