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 | $94,119 | $209,336-55.0% | $197,124-52.3% | $137,256-31.4% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 14.82% | 48.09%-33.3pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,658 | $6,591-29.3% | $6,227-25.2% | $4,156+12.1% |
| Participant deferral / active EE | $9,516 | $9,614-1.0% | $9,135+4.2% | $6,407+48.5% |
| Admin fee / account holder | $1,460 | $17,308-91.6% | $16,298-91.0% | $12,270-88.1% |