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 | $66,745 | $95,453-30.1% | $112,040-40.4% | $82,448-19.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.78% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,132 | $2,318+35.1% | $2,954+6.0% | $2,551+22.8% |
| Participant deferral / active EE | $5,773 | $4,224+36.7% | $5,098+13.3% | $4,139+39.5% |
| Admin fee / account holder | $7,814 | $9,013-13.3% | $12,098-35.4% | $7,234+8.0% |