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 | $109,103 | $110,517-1.3% | - | $145,959-25.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | - | 80.3%+19.7pp |
| Annual return | 21.67% | 17.64%+4.0pp | - | 561.95%-540.3pp |
| Employer contribution / active EE | $11,968 | $5,676+110.9% | - | $4,661+156.8% |
| Participant deferral / active EE | $10,882 | $5,565+95.6% | - | $6,689+62.7% |
| Admin fee / account holder | $880 | $6,295-86.0% | - | $13,398-93.4% |