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 | $200,063 | $112,729+77.5% | $98,716+102.7% | $137,256+45.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.52% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,433 | $2,725-10.7% | $2,279+6.8% | $4,156-41.5% |
| Participant deferral / active EE | $4,448 | $4,640-4.1% | $4,048+9.9% | $6,407-30.6% |
| Admin fee / account holder | $1,960 | $10,129-80.6% | $8,703-77.5% | $12,270-84.0% |