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 | $152,193 | $124,425+22.3% | $112,040+35.8% | $137,256+10.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.02% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,934 | $3,411-43.3% | $2,954-34.5% | $4,156-53.5% |
| Participant deferral / active EE | $3,018 | $5,718-47.2% | $5,098-40.8% | $6,407-52.9% |
| Admin fee / account holder | $4,653 | $15,207-69.4% | $12,098-61.5% | $12,270-62.1% |