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 | $71,379 | $178,174-59.9% | $156,181-54.3% | $137,256-48.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 15.35% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,949 | $4,972-20.6% | $4,294-8.0% | $4,156-5.0% |
| Participant deferral / active EE | $10,375 | $6,888+50.6% | $6,132+69.2% | $6,407+61.9% |
| Admin fee / account holder | $11,870 | $17,404-31.8% | $14,586-18.6% | $12,270-3.3% |