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 | $87,096 | $146,267-40.5% | $197,124-55.8% | $82,448+5.6% |
| Participation rate | 93.2% | 84.0%+9.2pp | 86.7%+6.5pp | 68.1%+25.1pp |
| Annual return | 17.06% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,848 | $4,723-18.5% | $6,227-38.2% | $2,551+50.8% |
| Participant deferral / active EE | $6,021 | $7,035-14.4% | $9,135-34.1% | $4,139+45.5% |
| Admin fee / account holder | $1,624 | $14,422-88.7% | $16,298-90.0% | $7,234-77.6% |