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 8-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 | $219,059 | $111,535+96.4% | $105,223+108.2% | $137,256+59.6% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 17.59% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,959 | $3,939+0.5% | $3,689+7.3% | $4,156-4.7% |
| Participant deferral / active EE | $10,210 | $5,500+85.6% | $5,072+101.3% | $6,407+59.4% |
| Admin fee / account holder | $1,430 | $9,721-85.3% | $8,859-83.9% | $12,270-88.3% |