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 | $171,211 | $209,336-18.2% | $197,124-13.1% | $137,256+24.7% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 17.48% | 48.09%-30.6pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,565 | $6,591-45.9% | $6,227-42.8% | $4,156-14.2% |
| Participant deferral / active EE | $8,826 | $9,614-8.2% | $9,135-3.4% | $6,407+37.8% |
| Admin fee / account holder | $489 | $17,308-97.2% | $16,298-97.0% | $12,270-96.0% |