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 | $150,990 | $138,385+9.1% | $184,200-18.0% | $80,874+86.7% |
| Participation rate | 94.1% | 83.9%+10.2pp | 86.8%+7.3pp | 67.6%+26.5pp |
| Annual return | 17.86% | 20.02%-2.2pp | 28.80%-10.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $3,654 | $4,849-24.6% | $6,424-43.1% | $2,756+32.6% |
| Participant deferral / active EE | $7,773 | $7,073+9.9% | $9,132-14.9% | $4,297+80.9% |
| Admin fee / account holder | $10,744 | $10,483+2.5% | $13,907-22.7% | $6,935+54.9% |