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 | $118,311 | $154,228-23.3% | $145,433-18.6% | $137,256-13.8% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 18.28% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,281 | $4,804-10.9% | $4,554-6.0% | $4,156+3.0% |
| Participant deferral / active EE | $8,857 | $8,216+7.8% | $7,897+12.2% | $6,407+38.3% |
| Admin fee / account holder | $441 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |