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 | $166,492 | $178,174-6.6% | $156,181+6.6% | $137,256+21.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.62% | 84.19%-64.6pp | 64.87%-45.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $5,601 | $4,972+12.7% | $4,294+30.4% | $4,156+34.8% |
| Participant deferral / active EE | $15,016 | $6,888+118.0% | $6,132+144.9% | $6,407+134.4% |
| Admin fee / account holder | $402 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |