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 4-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 | $177,181 | $154,228+14.9% | $145,433+21.8% | $137,256+29.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.83% | 74.59%-56.8pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,327 | $4,804-30.8% | $4,554-27.0% | $4,156-20.0% |
| Participant deferral / active EE | $10,904 | $8,216+32.7% | $7,897+38.1% | $6,407+70.2% |
| Admin fee / account holder | $4,065 | $14,344-71.7% | $13,129-69.0% | $12,270-66.9% |