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 | $187,346 | $154,228+21.5% | $145,433+28.8% | $137,256+36.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.67% | 74.59%-44.9pp | 66.58%-36.9pp | 220.34%-190.7pp |
| Employer contribution / active EE | $6,331 | $4,804+31.8% | $4,554+39.0% | $4,156+52.3% |
| Participant deferral / active EE | $15,919 | $8,216+93.7% | $7,897+101.6% | $6,407+148.5% |
| Admin fee / account holder | $10,109 | $14,344-29.5% | $13,129-23.0% | $12,270-17.6% |