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 | $88,227 | $106,749-17.4% | $145,433-39.3% | $82,448+7.0% |
| Participation rate | 82.9% | 75.6%+7.3pp | 82.1%+0.8pp | 68.1%+14.9pp |
| Annual return | 33.28% | 27.59%+5.7pp | 66.58%-33.3pp | 41.64%-8.4pp |
| Employer contribution / active EE | $3,709 | $3,444+7.7% | $4,554-18.6% | $2,551+45.4% |
| Participant deferral / active EE | $11,785 | $6,519+80.8% | $7,897+49.2% | $4,139+184.7% |
| Admin fee / account holder | $12,296 | $8,390+46.6% | $13,129-6.3% | $7,234+70.0% |