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 | $110,081 | $154,228-28.6% | $145,433-24.3% | $137,256-19.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 30.53% | 74.59%-44.1pp | 66.58%-36.0pp | 220.34%-189.8pp |
| Employer contribution / active EE | $3,788 | $4,804-21.2% | $4,554-16.8% | $4,156-8.9% |
| Participant deferral / active EE | $6,118 | $8,216-25.5% | $7,897-22.5% | $6,407-4.5% |
| Admin fee / account holder | $1,659 | $14,344-88.4% | $13,129-87.4% | $12,270-86.5% |