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 | $119,158 | $111,535+6.8% | $105,223+13.2% | $137,256-13.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.40% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,630 | $3,939-33.2% | $3,689-28.7% | $4,156-36.7% |
| Participant deferral / active EE | $8,477 | $5,500+54.1% | $5,072+67.1% | $6,407+32.3% |
| Admin fee / account holder | $2,743 | $9,721-71.8% | $8,859-69.0% | $12,270-77.6% |