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 | $165,372 | $124,425+32.9% | $112,040+47.6% | $137,256+20.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 14.99% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,655 | $3,411-22.2% | $2,954-10.1% | $4,156-36.1% |
| Participant deferral / active EE | $11,638 | $5,718+103.5% | $5,098+128.3% | $6,407+81.7% |
| Admin fee / account holder | $1,329 | $15,207-91.3% | $12,098-89.0% | $12,270-89.2% |