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 4-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 | $110,897 | $154,228-28.1% | $145,433-23.7% | $137,256-19.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 40.57% | 74.59%-34.0pp | 66.58%-26.0pp | 220.34%-179.8pp |
| Employer contribution / active EE | $5,081 | $4,804+5.8% | $4,554+11.6% | $4,156+22.3% |
| Participant deferral / active EE | $15,160 | $8,216+84.5% | $7,897+92.0% | $6,407+136.6% |
| Admin fee / account holder | $1,126 | $14,344-92.1% | $13,129-91.4% | $12,270-90.8% |