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 | $85,628 | $92,798-7.7% | $96,707-11.5% | $137,256-37.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 18.86% | 31.24%-12.4pp | 34.78%-15.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $10,658 | $4,147+157.0% | $4,191+154.3% | $4,156+156.5% |
| Participant deferral / active EE | $15,902 | $5,877+170.6% | $5,997+165.2% | $6,407+148.2% |
| Admin fee / account holder | $921 | $7,946-88.4% | $7,503-87.7% | $12,270-92.5% |