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 5-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 | $107,943 | $111,535-3.2% | $105,223+2.6% | $137,256-21.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 16.36% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,688 | $3,939+19.0% | $3,689+27.1% | $4,156+12.8% |
| Participant deferral / active EE | $11,270 | $5,500+104.9% | $5,072+122.2% | $6,407+75.9% |
| Admin fee / account holder | $1,179 | $9,721-87.9% | $8,859-86.7% | $12,270-90.4% |