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 | $55,850 | $57,057-2.1% | $85,009-34.3% | $80,874-30.9% |
| Participation rate | 97.9% | 56.4%+41.6pp | 67.5%+30.4pp | 67.6%+30.3pp |
| Annual return | 30.80% | 21.66%+9.1pp | 66.47%-35.7pp | 35.62%-4.8pp |
| Employer contribution / active EE | $2,401 | $1,799+33.5% | $2,728-12.0% | $2,756-12.9% |
| Participant deferral / active EE | $7,118 | $3,112+128.8% | $4,522+57.4% | $4,297+65.7% |
| Admin fee / account holder | $6,917 | $4,986+38.7% | $6,153+12.4% | $6,935-0.3% |