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 | $99,597 | $124,425-20.0% | $112,040-11.1% | $137,256-27.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 13.18% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,651 | $3,411-51.6% | $2,954-44.1% | $4,156-60.3% |
| Participant deferral / active EE | $3,220 | $5,718-43.7% | $5,098-36.8% | $6,407-49.7% |
| Admin fee / account holder | $2,174 | $15,207-85.7% | $12,098-82.0% | $12,270-82.3% |