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 | $114,552 | $112,729+1.6% | $98,716+16.0% | $137,256-16.5% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.3%+24.0pp | 80.0%+13.4pp |
| Annual return | 15.99% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,825 | $2,725-33.0% | $2,279-19.9% | $4,156-56.1% |
| Participant deferral / active EE | $3,713 | $4,640-20.0% | $4,048-8.3% | $6,407-42.0% |
| Admin fee / account holder | $1,123 | $10,129-88.9% | $8,703-87.1% | $12,270-90.8% |