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 | $111,364 | $106,749+4.3% | $145,433-23.4% | $82,448+35.1% |
| Participation rate | 77.5% | 75.6%+1.9pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 17.13% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $5,905 | $3,444+71.4% | $4,554+29.6% | $2,551+131.5% |
| Participant deferral / active EE | $7,936 | $6,519+21.7% | $7,897+0.5% | $4,139+91.7% |
| Admin fee / account holder | $2,245 | $8,390-73.2% | $13,129-82.9% | $7,234-69.0% |