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 3-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 | $134,720 | $209,336-35.6% | $197,124-31.7% | $137,256-1.8% |
| Participation rate | 95.0% | 87.3%+7.7pp | 86.7%+8.3pp | 80.0%+15.0pp |
| Annual return | 20.17% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,835 | $6,591-26.6% | $6,227-22.4% | $4,156+16.3% |
| Participant deferral / active EE | $12,752 | $9,614+32.6% | $9,135+39.6% | $6,407+99.0% |
| Admin fee / account holder | $1,615 | $17,308-90.7% | $16,298-90.1% | $12,270-86.8% |