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 | $104,594 | $154,228-32.2% | $145,433-28.1% | $137,256-23.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.99% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,298 | $4,804-73.0% | $4,554-71.5% | $4,156-68.8% |
| Participant deferral / active EE | $11,300 | $8,216+37.5% | $7,897+43.1% | $6,407+76.4% |
| Admin fee / account holder | $693 | $14,344-95.2% | $13,129-94.7% | $12,270-94.3% |