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 6-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 | $68,060 | $209,336-67.5% | $197,124-65.5% | $137,256-50.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.70% | 48.09%-28.4pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,123 | $6,591-22.3% | $6,227-17.7% | $4,156+23.3% |
| Participant deferral / active EE | $7,829 | $9,614-18.6% | $9,135-14.3% | $6,407+22.2% |
| Admin fee / account holder | $3,383 | $17,308-80.5% | $16,298-79.2% | $12,270-72.4% |