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 | $86,645 | $63,703+36.0% | $93,063-6.9% | $82,448+5.1% |
| Participation rate | 75.6% | 63.8%+11.7pp | 72.1%+3.4pp | 68.1%+7.5pp |
| Annual return | 14.25% | -775.43%+789.7pp | 34.15%-19.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,297 | $1,729+32.9% | $2,476-7.2% | $2,551-10.0% |
| Participant deferral / active EE | $7,640 | $2,919+161.7% | $3,958+93.0% | $4,139+84.6% |
| Admin fee / account holder | $5,568 | $5,982-6.9% | $6,033-7.7% | $7,234-23.0% |