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 7-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 | $114,722 | $111,535+2.9% | $105,223+9.0% | $137,256-16.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 17.85% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,657 | $3,939-32.5% | $3,689-28.0% | $4,156-36.1% |
| Participant deferral / active EE | $10,229 | $5,500+86.0% | $5,072+101.7% | $6,407+59.7% |
| Admin fee / account holder | $9,832 | $9,721+1.1% | $8,859+11.0% | $12,270-19.9% |