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 | $86,108 | $154,228-44.2% | $145,433-40.8% | $137,256-37.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.10% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,717 | $4,804-22.6% | $4,554-18.4% | $4,156-10.6% |
| Participant deferral / active EE | $10,343 | $8,216+25.9% | $7,897+31.0% | $6,407+61.4% |
| Admin fee / account holder | $488 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |