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 | $94,303 | $95,453-1.2% | $112,040-15.8% | $82,448+14.4% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.5%+14.0pp | 68.1%+22.4pp |
| Annual return | 13.68% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,308 | $2,318-0.4% | $2,954-21.9% | $2,551-9.5% |
| Participant deferral / active EE | $2,717 | $4,224-35.7% | $5,098-46.7% | $4,139-34.4% |
| Admin fee / account holder | $2,184 | $9,013-75.8% | $12,098-81.9% | $7,234-69.8% |