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 | $77,728 | $78,520-1.0% | $96,576-19.5% | $82,448-5.7% |
| Participation rate | 81.3% | 77.7%+3.5pp | 81.4%-0.2pp | 68.1%+13.2pp |
| Annual return | 22.19% | 41.30%-19.1pp | 38.47%-16.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $3,599 | $2,630+36.9% | $3,553+1.3% | $2,551+41.1% |
| Participant deferral / active EE | $6,618 | $6,754-2.0% | $7,956-16.8% | $4,139+59.9% |
| Admin fee / account holder | $13,604 | $13,455+1.1% | $11,381+19.5% | $7,234+88.0% |