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 | $54,763 | $81,233-32.6% | $155,567-64.8% | $80,874-32.3% |
| Participation rate | 79.6% | 66.2%+13.4pp | 78.2%+1.4pp | 67.6%+11.9pp |
| Annual return | 18.72% | 33.33%-14.6pp | 64.74%-46.0pp | 35.62%-16.9pp |
| Employer contribution / active EE | $2,023 | $3,101-34.8% | $4,674-56.7% | $2,756-26.6% |
| Participant deferral / active EE | $10,073 | $3,452+191.8% | $5,628+79.0% | $4,297+134.4% |
| Admin fee / account holder | $2,343 | $7,998-70.7% | $15,916-85.3% | $6,935-66.2% |