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 | $120,628 | $209,336-42.4% | $197,124-38.8% | $137,256-12.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.51% | 48.09%-28.6pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,181 | $6,591-36.6% | $6,227-32.9% | $4,156+0.6% |
| Participant deferral / active EE | $14,488 | $9,614+50.7% | $9,135+58.6% | $6,407+126.1% |
| Admin fee / account holder | $3,855 | $17,308-77.7% | $16,298-76.3% | $12,270-68.6% |