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 | $99,587 | $86,922+14.6% | $102,438-2.8% | $80,874+23.1% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.0pp |
| Annual return | 13.25% | 18.90%-5.6pp | 29.37%-16.1pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,916 | $2,369+23.1% | $3,024-3.6% | $2,756+5.8% |
| Participant deferral / active EE | $5,992 | $4,119+45.5% | $5,054+18.6% | $4,297+39.5% |
| Admin fee / account holder | $5,972 | $8,050-25.8% | $9,448-36.8% | $6,935-13.9% |