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 | $122,898 | $209,336-41.3% | $197,124-37.7% | $137,256-10.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.91% | 48.09%-29.2pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,503 | $6,591-62.0% | $6,227-59.8% | $4,156-39.8% |
| Participant deferral / active EE | $12,387 | $9,614+28.8% | $9,135+35.6% | $6,407+93.3% |
| Admin fee / account holder | $1,856 | $17,308-89.3% | $16,298-88.6% | $12,270-84.9% |