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 | $88,697 | $154,228-42.5% | $145,433-39.0% | $137,256-35.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.13% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,494 | $4,804-27.3% | $4,554-23.3% | $4,156-15.9% |
| Participant deferral / active EE | $10,677 | $8,216+30.0% | $7,897+35.2% | $6,407+66.7% |
| Admin fee / account holder | $3,384 | $14,344-76.4% | $13,129-74.2% | $12,270-72.4% |