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 | $148,922 | $97,125+53.3% | $86,233+72.7% | $137,256+8.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 13.21% | 74.19%-61.0pp | 61.39%-48.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,801 | $2,841-1.4% | $2,504+11.8% | $4,156-32.6% |
| Participant deferral / active EE | $5,793 | $5,180+11.8% | $4,559+27.1% | $6,407-9.6% |
| Admin fee / account holder | $5,549 | $9,725-42.9% | $8,342-33.5% | $12,270-54.8% |