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 5-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 | $111,413 | $100,970+10.3% | $96,576+15.4% | $137,256-18.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.91% | 38.16%-18.2pp | 38.47%-18.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,650 | $3,809-4.2% | $3,553+2.7% | $4,156-12.2% |
| Participant deferral / active EE | $14,689 | $8,286+77.3% | $7,956+84.6% | $6,407+129.3% |
| Admin fee / account holder | $522 | $11,312-95.4% | $11,381-95.4% | $12,270-95.7% |