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 | $115,720 | $154,228-25.0% | $145,433-20.4% | $137,256-15.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.97% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,970 | $4,804+3.5% | $4,554+9.1% | $4,156+19.6% |
| Participant deferral / active EE | $11,799 | $8,216+43.6% | $7,897+49.4% | $6,407+84.2% |
| Admin fee / account holder | $1,270 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |