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 | $101,516 | $209,336-51.5% | $197,124-48.5% | $137,256-26.0% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 13.50% | 48.09%-34.6pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,140 | $6,591-6.8% | $6,227-1.4% | $4,156+47.7% |
| Participant deferral / active EE | $7,015 | $9,614-27.0% | $9,135-23.2% | $6,407+9.5% |
| Admin fee / account holder | $370 | $17,308-97.9% | $16,298-97.7% | $12,270-97.0% |