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 5-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 | $89,875 | $124,425-27.8% | $112,040-19.8% | $137,256-34.5% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 16.59% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,340 | $3,411-31.4% | $2,954-20.8% | $4,156-43.7% |
| Participant deferral / active EE | $4,601 | $5,718-19.5% | $5,098-9.7% | $6,407-28.2% |
| Admin fee / account holder | $3,195 | $15,207-79.0% | $12,098-73.6% | $12,270-74.0% |