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 | $209,085 | $132,634+57.6% | $115,768+80.6% | $137,256+52.3% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 18.30% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,061 | $3,360-8.9% | $2,940+4.1% | $4,156-26.3% |
| Participant deferral / active EE | $11,817 | $5,619+110.3% | $4,917+140.3% | $6,407+84.4% |
| Admin fee / account holder | $1,772 | $15,028-88.2% | $12,439-85.8% | $12,270-85.6% |