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 | $60,338 | $58,627+2.9% | $76,735-21.4% | $82,448-26.8% |
| Participation rate | 77.6% | 63.2%+14.3pp | 69.5%+8.1pp | 68.1%+9.5pp |
| Annual return | 18.81% | 39.10%-20.3pp | 29.77%-11.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,102 | $1,729-36.3% | $2,454-55.1% | $2,551-56.8% |
| Participant deferral / active EE | $2,537 | $3,134-19.0% | $4,088-37.9% | $4,139-38.7% |
| Admin fee / account holder | $1,016 | $5,323-80.9% | $7,189-85.9% | $7,234-86.0% |