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 | $103,799 | $146,267-29.0% | $197,124-47.3% | $82,448+25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.39% | 29.61%-11.2pp | 44.34%-26.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,551 | $4,723-46.0% | $6,227-59.0% | $2,5510% |
| Participant deferral / active EE | $8,991 | $7,035+27.8% | $9,135-1.6% | $4,139+117.2% |
| Admin fee / account holder | $1,392 | $14,422-90.4% | $16,298-91.5% | $7,234-80.8% |