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 8-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 | $98,933 | $172,111-42.5% | $150,298-34.2% | $137,256-27.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.90% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,591 | $4,636+20.6% | $4,154+34.6% | $4,156+34.5% |
| Participant deferral / active EE | $7,589 | $6,166+23.1% | $5,453+39.2% | $6,407+18.5% |
| Admin fee / account holder | $571 | $16,471-96.5% | $14,116-96.0% | $12,270-95.3% |