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 | $109,559 | $97,125+12.8% | $86,233+27.0% | $137,256-20.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 22.55% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $4,088 | $2,841+43.9% | $2,504+63.2% | $4,156-1.6% |
| Participant deferral / active EE | $11,536 | $5,180+122.7% | $4,559+153.0% | $6,407+80.1% |
| Admin fee / account holder | $1,216 | $9,725-87.5% | $8,342-85.4% | $12,270-90.1% |