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 | $173,148 | $172,111+0.6% | $150,298+15.2% | $137,256+26.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.13% | 69.37%-53.2pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $18,670 | $4,636+302.7% | $4,154+349.4% | $4,156+349.2% |
| Participant deferral / active EE | $7,051 | $6,166+14.4% | $5,453+29.3% | $6,407+10.1% |
| Admin fee / account holder | $1,517 | $16,471-90.8% | $14,116-89.3% | $12,270-87.6% |