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 | $240,315 | $172,111+39.6% | $150,298+59.9% | $137,256+75.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.56% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,319 | $4,636-6.8% | $4,154+4.0% | $4,156+3.9% |
| Participant deferral / active EE | $15,928 | $6,166+158.3% | $5,453+192.1% | $6,407+148.6% |
| Admin fee / account holder | $699 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |