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 | $110,269 | $209,336-47.3% | $197,124-44.1% | $137,256-19.7% |
| Participation rate | 70.6% | 87.3%-16.7pp | 86.7%-16.1pp | 80.0%-9.4pp |
| Annual return | 12.33% | 48.09%-35.8pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,056 | $6,591-68.8% | $6,227-67.0% | $4,156-50.5% |
| Participant deferral / active EE | $6,196 | $9,614-35.6% | $9,135-32.2% | $6,407-3.3% |
| Admin fee / account holder | $2,370 | $17,308-86.3% | $16,298-85.5% | $12,270-80.7% |