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 | $143,223 | $172,111-16.8% | $150,298-4.7% | $137,256+4.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.69% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,609 | $4,636+42.6% | $4,154+59.1% | $4,156+59.0% |
| Participant deferral / active EE | $5,347 | $6,166-13.3% | $5,453-1.9% | $6,407-16.5% |
| Admin fee / account holder | $5,806 | $16,471-64.8% | $14,116-58.9% | $12,270-52.7% |