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 3-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 | $55,948 | $209,336-73.3% | $197,124-71.6% | $137,256-59.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.76% | 48.09%-23.3pp | 44.34%-19.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $6,351 | $6,591-3.6% | $6,227+2.0% | $4,156+52.8% |
| Participant deferral / active EE | $20,160 | $9,614+109.7% | $9,135+120.7% | $6,407+214.7% |
| Admin fee / account holder | $7,077 | $17,308-59.1% | $16,298-56.6% | $12,270-42.3% |