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 | $92,717 | $111,535-16.9% | $105,223-11.9% | $137,256-32.4% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.0%+1.1pp | 80.0%-3.8pp |
| Annual return | 18.41% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,582 | $3,939-59.8% | $3,689-57.1% | $4,156-61.9% |
| Participant deferral / active EE | $3,258 | $5,500-40.8% | $5,072-35.8% | $6,407-49.2% |
| Admin fee / account holder | $774 | $9,721-92.0% | $8,859-91.3% | $12,270-93.7% |