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 7-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 | $131,791 | $209,336-37.0% | $197,124-33.1% | $137,256-4.0% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 22.10% | 48.09%-26.0pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $6,905 | $6,591+4.8% | $6,227+10.9% | $4,156+66.2% |
| Participant deferral / active EE | $20,021 | $9,614+108.2% | $9,135+119.2% | $6,407+212.5% |
| Admin fee / account holder | $566 | $17,308-96.7% | $16,298-96.5% | $12,270-95.4% |