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 10-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 | $143,759 | $154,228-6.8% | $145,433-1.2% | $137,256+4.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.43% | 74.59%-52.2pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $4,501 | $4,804-6.3% | $4,554-1.2% | $4,156+8.3% |
| Participant deferral / active EE | $7,765 | $8,216-5.5% | $7,897-1.7% | $6,407+21.2% |
| Admin fee / account holder | $11,085 | $14,344-22.7% | $13,129-15.6% | $12,270-9.7% |