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 | $80,401 | $57,590+39.6% | $86,233-6.8% | $82,448-2.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.20% | 22.41%-6.2pp | 61.39%-45.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,117 | $1,655+88.3% | $2,504+24.5% | $2,551+22.2% |
| Participant deferral / active EE | $6,179 | $3,080+100.6% | $4,559+35.5% | $4,139+49.3% |
| Admin fee / account holder | $5,623 | $4,730+18.9% | $8,342-32.6% | $7,234-22.3% |