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 | $181,240 | $172,111+5.3% | $150,298+20.6% | $137,256+32.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.33% | 69.37%-46.0pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,225 | $4,636-30.4% | $4,154-22.4% | $4,156-22.4% |
| Participant deferral / active EE | $5,545 | $6,166-10.1% | $5,453+1.7% | $6,407-13.5% |
| Admin fee / account holder | $833 | $16,471-94.9% | $14,116-94.1% | $12,270-93.2% |