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 | $151,922 | $108,825+39.6% | $156,181-2.7% | $82,448+84.3% |
| Participation rate | 91.2% | 72.4%+18.8pp | 78.8%+12.3pp | 68.1%+23.1pp |
| Annual return | 17.43% | 20.59%-3.2pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,602 | $2,870+25.5% | $4,294-16.1% | $2,551+41.2% |
| Participant deferral / active EE | $7,601 | $4,577+66.1% | $6,132+23.9% | $4,139+83.6% |
| Admin fee / account holder | $695 | $9,341-92.6% | $14,586-95.2% | $7,234-90.4% |