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 4-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 | $99,649 | $154,228-35.4% | $145,433-31.5% | $137,256-27.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.61% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $3,869 | $4,804-19.5% | $4,554-15.1% | $4,156-6.9% |
| Participant deferral / active EE | $27,250 | $8,216+231.7% | $7,897+245.1% | $6,407+325.3% |
| Admin fee / account holder | $500 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |