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 | $117,280 | $112,729+4.0% | $98,716+18.8% | $137,256-14.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.65% | 38.48%-24.8pp | 31.81%-18.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $6,592 | $2,725+141.9% | $2,279+189.3% | $4,156+58.6% |
| Participant deferral / active EE | $4,377 | $4,640-5.7% | $4,048+8.1% | $6,407-31.7% |
| Admin fee / account holder | $1,599 | $10,129-84.2% | $8,703-81.6% | $12,270-87.0% |