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 | $91,106 | $88,672+2.7% | $105,223-13.4% | $82,448+10.5% |
| Participation rate | 95.5% | 67.9%+27.5pp | 75.0%+20.4pp | 68.1%+27.4pp |
| Annual return | 19.46% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,370 | $3,048-22.2% | $3,689-35.8% | $2,551-7.1% |
| Participant deferral / active EE | $8,509 | $4,036+110.8% | $5,072+67.8% | $4,139+105.6% |
| Admin fee / account holder | $2,978 | $7,146-58.3% | $8,859-66.4% | $7,234-58.8% |