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 | $126,761 | $106,749+18.7% | $145,433-12.8% | $82,448+53.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 18.61% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,780 | $3,444+9.7% | $4,554-17.0% | $2,551+48.2% |
| Participant deferral / active EE | $10,655 | $6,519+63.5% | $7,897+34.9% | $4,139+157.4% |
| Admin fee / account holder | $30,108 | $8,390+258.9% | $13,129+129.3% | $7,234+316.2% |