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 | $133,550 | $172,111-22.4% | $150,298-11.1% | $137,256-2.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.28% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,307 | $4,636-28.7% | $4,154-20.4% | $4,156-20.4% |
| Participant deferral / active EE | $8,141 | $6,166+32.0% | $5,453+49.3% | $6,407+27.1% |
| Admin fee / account holder | $2,542 | $16,471-84.6% | $14,116-82.0% | $12,270-79.3% |