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 | $101,693 | $108,825-6.6% | $156,181-34.9% | $82,448+23.3% |
| Participation rate | 89.7% | 72.4%+17.3pp | 78.8%+10.8pp | 68.1%+21.6pp |
| Annual return | 15.81% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,381 | $2,870-17.0% | $4,294-44.5% | $2,551-6.6% |
| Participant deferral / active EE | $5,589 | $4,577+22.1% | $6,132-8.9% | $4,139+35.0% |
| Admin fee / account holder | $1,650 | $9,341-82.3% | $14,586-88.7% | $7,234-77.2% |