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 | $244,894 | $209,336+17.0% | $197,124+24.2% | $137,256+78.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.48% | 48.09%-35.6pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $13,676 | $6,591+107.5% | $6,227+119.6% | $4,156+229.1% |
| Participant deferral / active EE | $14,173 | $9,614+47.4% | $9,135+55.2% | $6,407+121.2% |
| Admin fee / account holder | $36,601 | $17,308+111.5% | $16,298+124.6% | $12,270+198.3% |