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 | $117,726 | $106,749+10.3% | $145,433-19.1% | $82,448+42.8% |
| Participation rate | 90.3% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 24.16% | 27.59%-3.4pp | 66.58%-42.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $5,826 | $3,444+69.1% | $4,554+27.9% | $2,551+128.4% |
| Participant deferral / active EE | $11,244 | $6,519+72.5% | $7,897+42.4% | $4,139+171.6% |
| Admin fee / account holder | $12,654 | $8,390+50.8% | $13,129-3.6% | $7,234+74.9% |