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 | $140,542 | $101,618+38.3% | $93,063+51.0% | $137,256+2.4% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 21.75% | 223.95%-202.2pp | 34.15%-12.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,805 | $2,707+3.6% | $2,476+13.3% | $4,156-32.5% |
| Participant deferral / active EE | $6,648 | $4,279+55.4% | $3,958+68.0% | $6,407+3.8% |
| Admin fee / account holder | $933 | $6,198-84.9% | $6,033-84.5% | $12,270-92.4% |