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 | $112,067 | $101,763+10.1% | $164,866-32.0% | $80,874+38.6% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 22.12% | 16.73%+5.4pp | 69.97%-47.8pp | 35.62%-13.5pp |
| Employer contribution / active EE | $3,053 | $2,954+3.4% | $4,343-29.7% | $2,756+10.8% |
| Participant deferral / active EE | $6,125 | $4,477+36.8% | $6,033+1.5% | $4,297+42.5% |
| Admin fee / account holder | $7,271 | $8,228-11.6% | $12,689-42.7% | $6,935+4.8% |