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 | $163,860 | $178,174-8.0% | $156,181+4.9% | $137,256+19.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.63% | 84.19%-70.6pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,882 | $4,972+18.3% | $4,294+37.0% | $4,156+41.5% |
| Participant deferral / active EE | $12,329 | $6,888+79.0% | $6,132+101.0% | $6,407+92.4% |
| Admin fee / account holder | $13,139 | $17,404-24.5% | $14,586-9.9% | $12,270+7.1% |