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 | $78,511 | $154,228-49.1% | $145,433-46.0% | $137,256-42.8% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 17.60% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,937 | $4,804-18.1% | $4,554-13.6% | $4,156-5.3% |
| Participant deferral / active EE | $8,126 | $8,216-1.1% | $7,897+2.9% | $6,407+26.8% |
| Admin fee / account holder | $1,973 | $14,344-86.2% | $13,129-85.0% | $12,270-83.9% |