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 | $110,672 | $101,763+8.8% | $164,866-32.9% | $80,874+36.8% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.6%+18.8pp |
| Annual return | 13.74% | 16.73%-3.0pp | 69.97%-56.2pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,305 | $2,954-22.0% | $4,343-46.9% | $2,756-16.3% |
| Participant deferral / active EE | $9,084 | $4,477+102.9% | $6,033+50.6% | $4,297+111.4% |
| Admin fee / account holder | $5,219 | $8,228-36.6% | $12,689-58.9% | $6,935-24.7% |