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 | $90,689 | $86,922+4.3% | $102,438-11.5% | $80,874+12.1% |
| Participation rate | 77.3% | 72.4%+4.9pp | 76.5%+0.8pp | 67.6%+9.6pp |
| Annual return | 18.48% | 18.90%-0.4pp | 29.37%-10.9pp | 35.62%-17.1pp |
| Employer contribution / active EE | $5,249 | $2,369+121.5% | $3,024+73.6% | $2,756+90.5% |
| Participant deferral / active EE | $12,264 | $4,119+197.8% | $5,054+142.7% | $4,297+185.4% |
| Admin fee / account holder | $1,473 | $8,050-81.7% | $9,448-84.4% | $6,935-78.8% |