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 | $97,669 | $180,749-46.0% | $160,784-39.3% | $137,256-28.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 21.05% | 2234.46%-2213.4pp | 1803.92%-1782.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,572 | $4,155-14.0% | $3,733-4.3% | $4,156-14.1% |
| Participant deferral / active EE | $6,363 | $6,844-7.0% | $6,293+1.1% | $6,407-0.7% |
| Admin fee / account holder | $768 | $10,397-92.6% | $9,717-92.1% | $12,270-93.7% |