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 | $70,829 | $112,729-37.2% | $98,716-28.2% | $137,256-48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.32% | 38.48%-28.2pp | 31.81%-21.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,681 | $2,725+35.1% | $2,279+61.5% | $4,156-11.4% |
| Participant deferral / active EE | $9,630 | $4,640+107.5% | $4,048+137.9% | $6,407+50.3% |
| Admin fee / account holder | $469 | $10,129-95.4% | $8,703-94.6% | $12,270-96.2% |