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 5-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 | $132,471 | $172,111-23.0% | $150,298-11.9% | $137,256-3.5% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 16.87% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,186 | $4,636-52.8% | $4,154-47.4% | $4,156-47.4% |
| Participant deferral / active EE | $5,684 | $6,166-7.8% | $5,453+4.2% | $6,407-11.3% |
| Admin fee / account holder | $41,294 | $16,471+150.7% | $14,116+192.5% | $12,270+236.5% |