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 | $107,953 | $112,729-4.2% | $98,716+9.4% | $137,256-21.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 18.30% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,889 | $2,725+79.4% | $2,279+114.5% | $4,156+17.6% |
| Participant deferral / active EE | $10,581 | $4,640+128.0% | $4,048+161.4% | $6,407+65.2% |
| Admin fee / account holder | $426 | $10,129-95.8% | $8,703-95.1% | $12,270-96.5% |