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 3-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 | $92,285 | $154,228-40.2% | $145,433-36.5% | $137,256-32.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.74% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $16,667 | $4,804+246.9% | $4,554+265.9% | $4,156+301.0% |
| Participant deferral / active EE | $18,600 | $8,216+126.4% | $7,897+135.5% | $6,407+190.3% |
| Admin fee / account holder | $556 | $14,344-96.1% | $13,129-95.8% | $12,270-95.5% |