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 | $145,608 | $126,519+15.1% | $106,201+37.1% | $145,959-0.2% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 11.71% | 225.10%-213.4pp | 116.26%-104.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $3,365 | $3,726-9.7% | $3,170+6.2% | $4,661-27.8% |
| Participant deferral / active EE | $5,724 | $5,716+0.2% | $5,012+14.2% | $6,689-14.4% |
| Admin fee / account holder | $2,307 | $17,312-86.7% | $11,039-79.1% | $13,398-82.8% |