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 | $87,817 | $95,453-8.0% | $112,040-21.6% | $82,448+6.5% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.5%+0.2pp | 68.1%+8.6pp |
| Annual return | 14.75% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,958 | $2,318-15.5% | $2,954-33.7% | $2,551-23.2% |
| Participant deferral / active EE | $4,109 | $4,224-2.7% | $5,098-19.4% | $4,139-0.7% |
| Admin fee / account holder | $12,829 | $9,013+42.3% | $12,098+6.0% | $7,234+77.3% |