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 | $124,215 | $124,425-0.2% | $112,040+10.9% | $137,256-9.5% |
| Participation rate | 78.3% | 79.3%-1.0pp | 76.5%+1.8pp | 80.0%-1.7pp |
| Annual return | 11.42% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,735 | $3,411+9.5% | $2,954+26.5% | $4,156-10.1% |
| Participant deferral / active EE | $6,406 | $5,718+12.0% | $5,098+25.7% | $6,4070% |
| Admin fee / account holder | $15,161 | $15,207-0.3% | $12,098+25.3% | $12,270+23.6% |