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 | $95,443 | $124,425-23.3% | $112,040-14.8% | $137,256-30.5% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 13.44% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,087 | $3,411-9.5% | $2,954+4.5% | $4,156-25.7% |
| Participant deferral / active EE | $6,093 | $5,718+6.6% | $5,098+19.5% | $6,407-4.9% |
| Admin fee / account holder | $1,857 | $15,207-87.8% | $12,098-84.6% | $12,270-84.9% |