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 | $83,612 | $154,228-45.8% | $145,433-42.5% | $137,256-39.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.43% | 74.59%-59.2pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $14,417 | $4,804+200.1% | $4,554+216.5% | $4,156+246.9% |
| Participant deferral / active EE | $10,320 | $8,216+25.6% | $7,897+30.7% | $6,407+61.1% |
| Admin fee / account holder | $1,166 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |