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 9-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 | $72,015 | $172,111-58.2% | $150,298-52.1% | $137,256-47.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 11.94% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,068 | $4,636-12.3% | $4,154-2.1% | $4,156-2.1% |
| Participant deferral / active EE | $6,727 | $6,166+9.1% | $5,453+23.4% | $6,407+5.0% |
| Admin fee / account holder | $16,988 | $16,471+3.1% | $14,116+20.3% | $12,270+38.4% |