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 | $43,361 | $154,228-71.9% | $145,433-70.2% | $137,256-68.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.08% | 74.59%-48.5pp | 66.58%-40.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $4,611 | $4,804-4.0% | $4,554+1.2% | $4,156+10.9% |
| Participant deferral / active EE | $12,255 | $8,216+49.1% | $7,897+55.2% | $6,407+91.3% |
| Admin fee / account holder | $2,132 | $14,344-85.1% | $13,129-83.8% | $12,270-82.6% |