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 | $122,964 | $106,749+15.2% | $145,433-15.4% | $82,448+49.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.34% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,140 | $3,444+49.2% | $4,554+12.9% | $2,551+101.5% |
| Participant deferral / active EE | $5,476 | $6,519-16.0% | $7,897-30.7% | $4,139+32.3% |
| Admin fee / account holder | $5,492 | $8,390-34.5% | $13,129-58.2% | $7,234-24.1% |