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 | $126,166 | $95,453+32.2% | $112,040+12.6% | $82,448+53.0% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.5%+0.7pp | 68.1%+9.1pp |
| Annual return | 17.55% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,512 | $2,318+51.5% | $2,954+18.9% | $2,551+37.7% |
| Participant deferral / active EE | $8,007 | $4,224+89.6% | $5,098+57.1% | $4,139+93.4% |
| Admin fee / account holder | $2,480 | $9,013-72.5% | $12,098-79.5% | $7,234-65.7% |