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 | $213,685 | $67,894+214.7% | $89,340+139.2% | $82,448+159.2% |
| Participation rate | 92.3% | 64.0%+28.3pp | 69.6%+22.7pp | 68.1%+24.2pp |
| Annual return | 20.62% | 19.21%+1.4pp | 20.57%0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $7,098 | $1,828+288.3% | $2,231+218.1% | $2,551+178.2% |
| Participant deferral / active EE | $4,329 | $3,072+40.9% | $3,823+13.2% | $4,139+4.6% |
| Admin fee / account holder | $8,834 | $5,723+54.4% | $6,704+31.8% | $7,234+22.1% |