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 7-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 | $176,259 | $111,535+58.0% | $105,223+67.5% | $137,256+28.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.50% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,514 | $3,939-36.2% | $3,689-31.9% | $4,156-39.5% |
| Participant deferral / active EE | $11,311 | $5,500+105.7% | $5,072+123.0% | $6,407+76.6% |
| Admin fee / account holder | $19,280 | $9,721+98.3% | $8,859+117.6% | $12,270+57.1% |