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 | $124,046 | $154,228-19.6% | $145,433-14.7% | $137,256-9.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.77% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $10,915 | $4,804+127.2% | $4,554+139.7% | $4,156+162.6% |
| Participant deferral / active EE | $25,115 | $8,216+205.7% | $7,897+218.0% | $6,407+292.0% |
| Admin fee / account holder | $16,983 | $14,344+18.4% | $13,129+29.4% | $12,270+38.4% |