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 | $122,815 | $154,228-20.4% | $145,433-15.6% | $137,256-10.5% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,258 | $4,804-73.8% | $4,554-72.4% | $4,156-69.7% |
| Participant deferral / active EE | $3,625 | $8,216-55.9% | $7,897-54.1% | $6,407-43.4% |
| Admin fee / account holder | $8,543 | $14,344-40.4% | $13,129-34.9% | $12,270-30.4% |