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 | $156,166 | $183,592-14.9% | $155,567+0.4% | $145,959+7.0% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 11.60% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,888 | $5,315-64.5% | $4,674-59.6% | $4,661-59.5% |
| Participant deferral / active EE | $7,539 | $6,464+16.6% | $5,628+34.0% | $6,689+12.7% |
| Admin fee / account holder | $7,157 | $19,318-63.0% | $15,916-55.0% | $13,398-46.6% |