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 | $71,115 | $102,245-30.4% | $89,340-20.4% | $137,256-48.2% |
| Participation rate | 77.8% | 74.9%+2.9pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 15.16% | 21.89%-6.7pp | 20.57%-5.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,328 | $2,529-8.0% | $2,231+4.3% | $4,156-44.0% |
| Participant deferral / active EE | $6,009 | $4,436+35.5% | $3,823+57.2% | $6,407-6.2% |
| Admin fee / account holder | $1,858 | $8,085-77.0% | $6,704-72.3% | $12,270-84.9% |