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 9-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 | $205,553 | $209,336-1.8% | $197,124+4.3% | $137,256+49.8% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 19.60% | 48.09%-28.5pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $5,048 | $6,591-23.4% | $6,227-18.9% | $4,156+21.5% |
| Participant deferral / active EE | $6,577 | $9,614-31.6% | $9,135-28.0% | $6,407+2.7% |
| Admin fee / account holder | $3,669 | $17,308-78.8% | $16,298-77.5% | $12,270-70.1% |