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 | $72,065 | $161,352-55.3% | $134,172-46.3% | $137,256-47.5% |
| Participation rate | 86.4% | 78.3%+8.1pp | 72.5%+13.9pp | 80.0%+6.4pp |
| Annual return | 14.75% | 28.72%-14.0pp | 25.30%-10.5pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,346 | $4,099-18.4% | $3,420-2.2% | $4,156-19.5% |
| Participant deferral / active EE | $2,560 | $5,552-53.9% | $4,690-45.4% | $6,407-60.0% |
| Admin fee / account holder | $1,482 | $15,028-90.1% | $12,016-87.7% | $12,270-87.9% |