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 | $180,428 | $101,618+77.6% | $93,063+93.9% | $137,256+31.5% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 14.29% | 223.95%-209.7pp | 34.15%-19.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $14,555 | $2,707+437.6% | $2,476+487.8% | $4,156+250.2% |
| Participant deferral / active EE | $11,577 | $4,279+170.5% | $3,958+192.5% | $6,407+80.7% |
| Admin fee / account holder | $1,999 | $6,198-67.8% | $6,033-66.9% | $12,270-83.7% |