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 | $116,862 | $106,749+9.5% | $145,433-19.6% | $82,448+41.7% |
| Participation rate | 71.7% | 75.6%-4.0pp | 82.1%-10.4pp | 68.1%+3.6pp |
| Annual return | 21.50% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $3,143 | $3,444-8.8% | $4,554-31.0% | $2,551+23.2% |
| Participant deferral / active EE | $7,379 | $6,519+13.2% | $7,897-6.6% | $4,139+78.3% |
| Admin fee / account holder | $9,494 | $8,390+13.2% | $13,129-27.7% | $7,234+31.2% |