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 | $135,027 | $57,590+134.5% | $86,233+56.6% | $82,448+63.8% |
| Participation rate | 81.8% | 57.9%+24.0pp | 69.0%+12.8pp | 68.1%+13.8pp |
| Annual return | 13.91% | 22.41%-8.5pp | 61.39%-47.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,818 | $1,655+9.8% | $2,504-27.4% | $2,551-28.7% |
| Participant deferral / active EE | $3,569 | $3,080+15.9% | $4,559-21.7% | $4,139-13.8% |
| Admin fee / account holder | $5,606 | $4,730+18.5% | $8,342-32.8% | $7,234-22.5% |