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 | $69,594 | $154,228-54.9% | $145,433-52.1% | $137,256-49.3% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 15.55% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,624 | $4,804+37.9% | $4,554+45.4% | $4,156+59.4% |
| Participant deferral / active EE | $5,556 | $8,216-32.4% | $7,897-29.6% | $6,407-13.3% |
| Admin fee / account holder | $403 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |