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 | $72,120 | $106,749-32.4% | $145,433-50.4% | $82,448-12.5% |
| Participation rate | 93.0% | 75.6%+17.4pp | 82.1%+10.9pp | 68.1%+25.0pp |
| Annual return | 16.69% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,072 | $3,444-39.8% | $4,554-54.5% | $2,551-18.8% |
| Participant deferral / active EE | $3,187 | $6,519-51.1% | $7,897-59.6% | $4,139-23.0% |
| Admin fee / account holder | $4,741 | $8,390-43.5% | $13,129-63.9% | $7,234-34.5% |