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 5-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 | $124,849 | $154,228-19.0% | $145,433-14.2% | $137,256-9.0% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 25.86% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $4,624 | $4,804-3.7% | $4,554+1.5% | $4,156+11.3% |
| Participant deferral / active EE | $8,181 | $8,216-0.4% | $7,897+3.6% | $6,407+27.7% |
| Admin fee / account holder | $2,059 | $14,344-85.6% | $13,129-84.3% | $12,270-83.2% |