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 | $65,321 | $86,922-24.9% | $102,438-36.2% | $80,874-19.2% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.1pp |
| Annual return | 13.17% | 18.90%-5.7pp | 29.37%-16.2pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,293 | $2,369-45.4% | $3,024-57.2% | $2,756-53.1% |
| Participant deferral / active EE | $5,361 | $4,119+30.2% | $5,054+6.1% | $4,297+24.8% |
| Admin fee / account holder | $4,772 | $8,050-40.7% | $9,448-49.5% | $6,935-31.2% |