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 | $105,562 | $100,970+4.5% | $96,576+9.3% | $137,256-23.1% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 14.79% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,661 | $3,809-3.9% | $3,553+3.0% | $4,156-11.9% |
| Participant deferral / active EE | $7,300 | $8,286-11.9% | $7,956-8.2% | $6,407+13.9% |
| Admin fee / account holder | $768 | $11,312-93.2% | $11,381-93.3% | $12,270-93.7% |