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 | $203,505 | $97,125+109.5% | $86,233+136.0% | $137,256+48.3% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 14.43% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $11,137 | $2,841+292.0% | $2,504+344.7% | $4,156+168.0% |
| Participant deferral / active EE | $6,679 | $5,180+29.0% | $4,559+46.5% | $6,407+4.3% |
| Admin fee / account holder | $6,549 | $9,725-32.7% | $8,342-21.5% | $12,270-46.6% |