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 6-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 | $87,916 | $112,729-22.0% | $98,716-10.9% | $137,256-35.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.62% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,685 | $2,725-1.5% | $2,279+17.8% | $4,156-35.4% |
| Participant deferral / active EE | $11,763 | $4,640+153.5% | $4,048+190.6% | $6,407+83.6% |
| Admin fee / account holder | $835 | $10,129-91.8% | $8,703-90.4% | $12,270-93.2% |